The single source of truth for fundings.

Take advantage of smart funding workflows powered by a rules-based engine. Track all assets and manage property collateral easily.

A bird's-eye view

Create a clear picture and monitor properties at every stage of funding. Never miss a beat.

Increase productivity

Prioritize lender requirements by property close dates and complete any lender's due diligence processes in a dynamic system.

Act with certainty

Forget slow and manual. With Setpoint, you don't have to worry about the funding process because each operational stage is automated for you.

“Setpoint’s platform is critical for managing every stage of funding and selling. It’s increased our team’s efficiency and our managers’ ability to oversee transactions. Setpoint customized our platform to meet internal requirements, and it’s now our singular solution.”

Justin Harris,



Go from manual 
to automatic.

Spreadsheets? That’s old news. Bring your process to the modern age with automated workflows based on specific product and facility requirements. You only need to do the bare minimum.

Straight out-of-the-box.

Setpoint's platform integrates with your existing systems for quick setup times. Regardless of whether assets and collateral are stored in spreadsheets, CRM, or a LOS — we've got you covered.

Track every stage of funding.

Collateral Manager

Upload documents on Setpoint. Documents are securely stored and shared with your lender's custodian.

Document Verification

Setpoint is a 3rd party verification agent that verifies docs in minutes. From pre-close to post-close, the Setpoint platform tracks document review status and notifies you of any exceptions.

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Settlement & Funding

Track all money movement on Setpoint. The platform automates net funding and wire transfers to eliminate any chance of error.

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Unlock modern real estate transactions.

Simple software, easy-to-access capital — in one place, for the first time.