Every investor's capital, positions and preferences in one place.
Know what each investor has committed, what is deployed, what is available and where. Offer new deals to the right lenders, and keep their banking and payout preferences accurate — with two people approving every banking change.
Step by step
- Create the lender profileIndividual, joint, corporation or trust, with capital, rate preferences and payout method.
- Offer dealsSend a deal summary to lenders with capital available; record their responses.
- Track positionsEvery loan they fund, their share and their rate, including sub-investors.
- Keep details currentBanking changes need a second approver — the requester can't approve their own.
What changes
- Place deals with the right investors faster
- Banking details protected by dual control
- A clear picture of capital at work
Used by
- Investor relations
- Owners
- Mortgage administrators
Capabilities
Capital view
Committed, deployed and available, by lender and in total.
Positions
Loan-by-loan amounts, rates and shares.
Sub-investors
Paid through the head lender or directly.
Payout preferences
EFT, cheque or reinvest, per lender.
Replace a lender
Move a position to a new lender at renewal or on request.
Investor portal
Lenders see their own positions and statements online.
Questions about lender & investor management
Can one investor have sub-investors?
Yes. Sub-investors can be paid through their head lender as a breakdown, or paid directly.
Works together with
Investor distributions
Pay each investor their share of interest collected at their own rate, hold shares on unpaid loans, apply management and referral fees and pay by EFT or cheque.
Learn more →Investor statements & T5s
Lender statements for every distribution, annual statements and T5 preparation from interest actually paid, with the $50 threshold applied.
Learn more →Investor portal
A secure investor portal with positions, distributions, statements and T5 slips, new deal offers, renewal consent and dual-control banking changes.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.