Everything Funder Compass does
Loan origination, servicing, draws, compliance, reporting and a borrower portal — one system, built for private lending in Australia.
Loan Origination
- • New Loan Applications
- • Borrowers, Guarantors, Companies, Trusts, SMSFs
- • Securities & Valuations
- • Loan Structure, Fees & Conditions
- • Settlement Checklist
Pipeline & CRM
- • Deal Pipeline
- • Borrower & Broker CRM
- • Solicitors, Valuers, Accountants
- • Introducers & Financial Planners
- • Tasks & Reminders
Client Portal
- • Secure upload links
- • Borrower checklists
- • Outstanding documents
- • Application status tracking
Documents
- • Document library
- • Version history
- • Audit trail
- • Categorisation & tagging
Construction Draws
- • Draw schedules & requests
- • Inspection tracking
- • Progress claims
- • Retention & holdback
Workflow Automation
- • Workflow templates
- • Automated tasks
- • Stage-change rules
- • Approval rules & notifications
Compliance & Audit
- • Loan activity & audit events
- • Compliance alerts
- • Security events
- • Audit-ready file exports
Financial Tools
- • 30+ Australian finance calculators
- • Asset finance, tax & lending calculators
- • Investment & employment tools
Reporting
- • PDF & Excel reports
- • Loan, client, compliance & audit reports
- • KPI dashboards
Security
- • Role-based access
- • Encrypted document storage
- • Row-level security
- • Full audit logs