STRATA inside Specialty Finance and Hard Money
STRATA inside specialty finance and hard-money lenders. The five things costing you that cost lenders recoverable origination revenue every month.
Tools we work with: Mortgage Office, Calyx, The Mortgage Office, Liquid Logics, Salesforce Financial Services Cloud
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Loan-document intake bottlenecks at underwriting
Borrower applications arrive in PDF and email; underwriting keys the data into the loan-management system; the cycle aging window costs deals. Document Processing closes the intake loop without changing the underwriting decision.
- 02
Borrower follow-up gaps across the pipeline
Pre-approval to term sheet to closing checklist depends on six to twelve touches that are inconsistently executed. Deals that should have closed at the second touch close on the fifth. Follow-Up Automation installs the sequencing.
- 03
Relationship tracking against repeat borrowers and brokers
Investor borrowers and broker partners are recurring assets. The CRM holds names but not the cadence of relationship touches. Revenue Recovery against the dormant slice produces re-engagement deals against the existing book.
- 04
Compliance documentation produced under deadline pressure
State licensing, KYC, and ATR documentation get assembled deal-by-deal. The packets are reproducible but reassembled by hand each time. Document Processing pre-stages the compliance artifacts.
- 05
Investor reporting at portfolio level
Yield reporting, loss reserve activity, and active-loan status are stitched from the loan-management system, the accounting system, and the spreadsheet. Internal Reporting unifies.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your specialty finance and hard money operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
Mortgage Office, Calyx, Liquid Logics, and Salesforce Financial Services Cloud configurations are supported right now. Ask on the audit call about your specific system.
Engagement under DPA; audit exports can be PII-minimized; production processing follows your existing system security posture. The /security page covers the full posture.
Layer 1 is operationally meaningful above $25M annual origination. The audit math says yes or no against your specific numbers.
No. The integration pre-stages document packets and writes structured data into the loan-management system; underwriter decision authority is unchanged.
A pipeline export from the loan-management system, a recent month of borrower inquiry data, and a representative deal-doc package. Fifteen minutes is enough.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Specialty Finance and Hard Money
Your recoverable revenue is a specific number.
We calculate it from your specialty finance and hard money data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.