For Borrowers & Originators

Make the most of your capital.

Loan originators and borrowers automate operations, streamline reporting, and optimize capital use on Setpoint.

For Borrowers & Originators

Spend less time managing lender & investor requirements.

Setpoint is the single thread for warehouse and securitization management.

Save time & money

Streamline funding operations with automated data ingestion, calculations and reporting workflows.

Drive growth

Run any number of scenarios or leverage our AI-driven engine to determine optimal asset allocation.

Increase liquidity

Access real-time Third-Party Reviews and certifications, improving capital access while ensuring compliance.

Setpoint has been adding business value since Day 1. I’ve been in Excel for most of my career and I’ve never seen software like this. We hired them a few months after closing a warehouse line and their Capital Markets team uncovered inconsistencies in our models. The Setpoint team closely reviewed the the credit agreement terms and ensured we were accurately managing our borrowing base.

Setpoint’s technology now automates our borrowing base and monthly servicer reporting, which is 99% faster than our current process. This positions us well for growth.

SMB Originator

Our Capital Markets team was really impressed with Setpoint’s thoroughness throughout the technical build process, which they maintained while implementing our account at record speed.

We will be using Setpoint third party services for every new securitization issued in 2024 and are exploring a path to use the Capital OS  software on all of our warehouse lines.

Auto Originator

Setpoint offers quality capital markets operators with high data standards adept at configuring technology and services to meet individual facility needs. They set up tech-enabled processes that foster greater precision in diligence and calculation agent reports, which translates to faster fundings and ongoing compliance.

Setpoint’s integration has helped expedite warehouse operations for our lending team and our borrowers.

Tier 1 Institutional Bank

With Setpoint’s technology, our company is able to fund transactions in a matter of hours, not days or weeks. Setpoint has enabled us to improve closing times without relying on rigid, expensive sources of capital.

The platform’s speed and ease of use is unparalleled. As a result, we save time, money, and stress – which is important as we rapidly scale.

Real Estate Lender

Setpoint has been adding business value since Day 1. I’ve been in Excel for most of my career and I’ve never seen software like this. We hired them a few months after closing a warehouse line and their Capital Markets team uncovered inconsistencies in our models. The Setpoint team closely reviewed the the credit agreement terms and ensured we were accurately managing our borrowing base.

Setpoint’s technology now automates our borrowing base and monthly servicer reporting, which is 99% faster than our current process. This positions us well for growth.

SMB Originator

Our Capital Markets team was really impressed with Setpoint’s thoroughness throughout the technical build process, which they maintained while implementing our account at record speed.

We will be using Setpoint third party services for every new securitization issued in 2024 and are exploring a path to use the Capital OS  software on all of our warehouse lines.

Auto Originator

Setpoint offers quality capital markets operators with high data standards adept at configuring technology and services to meet individual facility needs. They set up tech-enabled processes that foster greater precision in diligence and calculation agent reports, which translates to faster fundings and ongoing compliance.

Setpoint’s integration has helped expedite warehouse operations for our lending team and our borrowers.

Tier 1 Institutional Bank

With Setpoint’s technology, our company is able to fund transactions in a matter of hours, not days or weeks. Setpoint has enabled us to improve closing times without relying on rigid, expensive sources of capital.

The platform’s speed and ease of use is unparalleled. As a result, we save time, money, and stress – which is important as we rapidly scale.

Real Estate Lender

Setpoint has been adding business value since Day 1. I’ve been in Excel for most of my career and I’ve never seen software like this. We hired them a few months after closing a warehouse line and their Capital Markets team uncovered inconsistencies in our models. The Setpoint team closely reviewed the the credit agreement terms and ensured we were accurately managing our borrowing base.

Setpoint’s technology now automates our borrowing base and monthly servicer reporting, which is 99% faster than our current process. This positions us well for growth.

SMB Originator

Our Capital Markets team was really impressed with Setpoint’s thoroughness throughout the technical build process, which they maintained while implementing our account at record speed.

We will be using Setpoint third party services for every new securitization issued in 2024 and are exploring a path to use the Capital OS  software on all of our warehouse lines.

Auto Originator

Setpoint offers quality capital markets operators with high data standards adept at configuring technology and services to meet individual facility needs. They set up tech-enabled processes that foster greater precision in diligence and calculation agent reports, which translates to faster fundings and ongoing compliance.

Setpoint’s integration has helped expedite warehouse operations for our lending team and our borrowers.

Tier 1 Institutional Bank

With Setpoint’s technology, our company is able to fund transactions in a matter of hours, not days or weeks. Setpoint has enabled us to improve closing times without relying on rigid, expensive sources of capital.

The platform’s speed and ease of use is unparalleled. As a result, we save time, money, and stress – which is important as we rapidly scale.

Real Estate Lender

Here’s how it works.

Start optimizing your capital, with zero lift needed from your engineering teams.

01
Digitize Loan Service Agreements
02
Standardize & centralize data
03
Optimize your portfolio
04
Automate funding, reporting & compliance
05
Third Party Services

Manage all financing sources in one place.

Debt Capital

Fund intraday, automate borrowing requests & reporting, optimize pledging, and forecast lender compliance.

Securitized Products

Automate investor reporting, asset & collateral management workflows, and select optimal static pools to securitize.

Equity Capital

Allocate efficiently based on acquisition partner requirements, originate based on funding capacity, and forecast portfolio performance.

Resources from Setpoint.

Speak to our experts, today.

Get simple software and tech-enabled Third Party Services, faster than ever before.