LoanBoss
Debt management software for CRE owners: loan abstracts, covenant testing, and debt reporting.
About LoanBoss
LoanBoss is a debt management platform for commercial real estate owners and investors who carry many loans across many lenders. The LoanBoss team abstracts each loan (the vendor says about 400 fields per loan, with two rounds of QA) and links the record to property accounting data and live interest rates, so portfolio metrics such as weighted average maturity and rate update without spreadsheet work. Critical date alerts cover extension notices, interest rate step-downs, funding deadlines and repair schedules, and DSCR and debt yield covenant tests can be set up with each lender's own adjustments, with projections of next year's results. Hedge tools show live mark-to-market values, replacement cap costs and swap pricing, and the platform estimates prepayment and defeasance costs, tracks escrows, reserves and recourse, and exports SREO reports. It supports agency, balance sheet, bridge, CMBS, construction and life company loans. Pricing is not published.
✓ Pros
✓Built for the borrower side of CRE debt, which few tools serve directly
✓Vendor-led loan abstraction and report replication reduce setup work for the client team
✓Covers maturity, extension, covenant, and hedge tracking in one place, which suits refinance planning
✗ Cons
✗No published pricing on the vendor site
✗Value depends on the quality of the initial loan abstraction and accounting integration
✗Focused on tracking and reporting existing debt; it is not a lender marketplace for sourcing refinance capital
Who This Is For
Roles
Company Size
Property Types
LoanBoss Features
✦ Loan Abstracts
Loans are abstracted by the vendor's team and provisions can be opened from the platform with one click.
✦ Critical Date Tracking
Tracks extension notices, interest-only end dates, rate schedule changes, replacement caps, prepayment changes, and other lender obligations.
✦ Covenant Testing
Automates DSCR and debt yield tests with each lender's specific adjustments, using connected accounting data.
✦ Replicated Client Reports
Recreates the debt reports a team already uses so they refresh without manual updates.
✦ Debt Summary & SREO
Debt summary, hedge mark-to-market, and Fannie Mae and Freddie Mac SREO report formats.
✦ Debt & Hedge Mark-to-Market
Debt fair value and interest rate swap and cap valuations for auditors, investors, and boards.
✦ Prepayment Costs
Defeasance and yield maintenance estimates for refinance and sale decisions.
LoanBoss FAQ
How much does LoanBoss cost?
LoanBoss does not publish pricing; it is quote-based. Contact the vendor for a quote.
Who is LoanBoss for?
LoanBoss is built for Capital Markets Teams, CFOs, Asset Managers, Treasury & Finance Teams, Investment Managers, working with commercial, multifamily, office, industrial, retail properties.
What are alternatives to LoanBoss?
Popular lending & debt alternatives include Lev, RealAtom, StackSource.
Deciding on LoanBoss?
- Featured in the CRE Debt Management buyer's guide
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