An assistant that knows your portfolio
Ask about late payments, upcoming maturities, or a borrower by name. Work in the app, Slack, Outlook, or your preferred AI tools with the same permissions your team already has.
The AI-native back office for private lenders
Keep every loan moving. Lose the back-office busywork.
Hard Money Pro brings servicing, payments, draws, investors, and follow-ups into one operating system. Its AI assistant surfaces what needs attention and helps your team move the work forward.
Purpose-built for hard money, bridge, and private credit teams.
Portfolio command center
Today’s priorities
4
At risk
2
Late
6
Maturing
Needs a decision
Maple St bridge
Interest 8 days late
$18,400Past dueWillow Way rehab
Draw 3 ready to review
$62,000DrawOak Ave refinance
Matures in 11 days
$410,000Watch
Ask Hard Money Pro
Which loans need attention today?
Maple St is 8 days past due. Willow Way’s draw is ready for review. Oak Ave matures in 11 days.
Loan operationsServicingInvestor managementAccountingAI assistant
One operating system
Everything your team needs after the term sheet
Replace disconnected spreadsheets, inbox threads, and point solutions with a live operating record for every loan.
One loan record from intake to payoff
Keep terms, collateral, documents, participants, and draws together as a loan moves from draft through servicing.
See risk before it becomes a fire drill
Interest, payments, and risk status come from the ledger, giving every operator the same current picture.
Keep every relationship connected
Borrowers, guarantors, brokers, and investor positions stay attached to the loan, ready for the next update or action.
Keep accounting and operations in step
Connect accounting so receipts and servicing events do not wait on a manual export. Operations and finance see the same numbers.
Put AI to work with clear guardrails
Organization roles, tool access controls, and audit trails let the assistant move work forward without outrunning the permissions you set.
How it works
From scattered records to a back office that runs
Bring the portfolio together once. Hard Money Pro keeps the current picture clear and the next action visible.
- 01
Bring the portfolio together
Loans, collateral, contacts, and investors live in Hard Money Pro. The current picture comes from durable records, not a spreadsheet cell.
- 02
Ask, draft, and act
Find what is late, draft an investor update, or create the next action. The assistant works from live records and leaves a trail your team can review.
- 03
Stay ahead of exceptions
Payments, draws, maturities, and follow-ups stay attached to the same loan, so your team sees what needs attention before the morning status meeting.
Purpose-built for private lending
Origination gets the deal funded. Operations gets it paid back.
Hard Money Pro is designed for the daily work that begins after approval: servicing, draws, investor communication, accounting, and exceptions.
Built around private-credit operations
Hard money is collateral-first and time-sensitive. Hard Money Pro follows that operating model instead of forcing your team through a retail mortgage workflow.
Focused on the work that consumes the week
Who paid, who is late, which draw is ready, and which investor needs an update—this is the back office Hard Money Pro is built to manage.
AI that moves work forward
The assistant works through the same tools as your operators. It can find the loan, prepare the follow-up, and act within the permissions you control.
See it with your workflow
Bring us one loan that creates too much work
We will show you how Hard Money Pro organizes the record, surfaces the next action, and gives your team a faster answer.
No generic sales tour. Bring a real workflow and a real bottleneck.