"Super easy compared to other institutions. Going forward, I only want to work with teams using TrustPoint."
The Loan Asset Management Platform for
Modern Lending
Manage draws, budgets, documents, and early-warning signals in one system — with clean data, faster workflows, and better portfolio visibility.
Built for Lenders, Delighting Borrowers
Originating Lenders
Run post-close operations with confidence using evidence-driven asset management for complex loan portfolios.
Explore solutions →Capital Providers
Get portfolio-grade observability with standardized data, proactive risk signals, and consistent reporting across assets.
Explore solutions →Trusted by Leading Lenders
Preferred by Borrowers of All Sizes
"The portal makes it incredibly clear what’s needed and where everything stands. It saves time and reduces back-and-forth."
"Submitting draws is straightforward and transparent. We always know what’s approved, what’s pending, and what to do next."
"The experience feels modern and organized. Communication is faster, and I’m not hunting through emails for updates."
96%
Borrowers adopting self-service
4.5
711 Reviews
84%
Borrowers who strongly recommend
AI-Powered Software for Your Lending Enterprise
Technology Products Suite
Invest in Your Success
Delight customers
Improve client success across the loan lifecycle and grow repeat clients with better visibility, collaboration, and an experience proven to drive high satisfaction.
Learn more →Improve margins
Make everyone more productive with automation, integrated services (e.g., inspections), and workflows designed for industry best practices.
Learn more →Reduce losses
Enhance portfolio performance and reduce losses with predictive loan insights and holistic real-time monitoring to mitigate project issues early.
Learn more →Scale your business
Attract clients and capital to grow responsibly with clean operational data, early-warning risk signals, and workflows that scale loan asset management without adding headcount.
Learn more →Everything You Need in One Place
We understand the realities of loan asset management and have built our tools to reduce operational risk and improve outcomes.
Offers Clients a Better Experience
Empower your clients with 24/7 visibility into their loans, easy submission of draws and budget history, and seamless collaboration with your team.
Manage Operational Risks Systematically
Reduce errors and losses with automated health scoring and centralized policy controls to manage operational risk in complex, data-heavy lending assets.
Scale Loan Draw Operations
Boost capacity and consistency across teams with streamlined draw workflows, exception handling, and an audit-ready trail for every decision.
Forecast Cash and Optimize Treasury
Reduce the drag of excess working capital with forecasting that improves visibility into upcoming disbursements and funding needs.
Get Real-Time Portfolio Visibility
Empower your enterprise and capital providers to be proactive and data-driven across the loan lifecycle with industry-leading reporting and predictive analytics.
Grow Wallet Share and Retention
Unlock your sales and relationship teams with account-level insights, sales milestones, and automatic triggers for cross-sells and new loan opportunities.
Choose Services from Integrated Partners
Save time ordering, tracking, and receiving everything you need in one place — with the flexibility to use in-house teams or third-party providers across title, inspection, feasibility, and more.
Analyze Documents Automatically
Save time with AI-powered automation to review and reconcile documents, freeing your team to focus on exception handling and client communication.
Actively Supporting Industry Innovation
