Customer Success Stories
See how leading lenders are transforming loan asset management with TrustPoint — reducing operational risk, improving margins, and scaling with confidence.
Featured Case Study
Genesis Capital
Private Lending • Los Angeles, CA
The Challenge
Genesis Capital was managing a rapidly growing portfolio of construction and fix-and-flip loans using spreadsheets and manual processes. As volume increased, the team struggled to maintain consistency in draw reviews, track inspection requirements, and provide timely updates to borrowers.
The Solution
TrustPoint provided a unified platform for draw management, document collection, and borrower communication. Automated policy controls ensured consistent review processes, while the borrower portal reduced inbound inquiries by giving clients 24/7 visibility.
Results
- Reduced draw processing time from 5 days to 2 days
- Eliminated manual spreadsheet tracking across 200+ active projects
- Improved borrower satisfaction scores by 40%
- Scaled from $150M to $450M portfolio with same team size
"TrustPoint has fundamentally changed how we manage our construction loan portfolio. The visibility and automation have allowed us to scale without adding headcount."
— Operations Director, Genesis Capital
More Success Stories
Bridge & Construction Lending
Archwest Capital
Streamlined post-close operations and reduced operational risk across a $500M+ portfolio.
Construction Lending
Constructive Capital
Implemented enterprise-grade portfolio monitoring and early warning signals for proactive risk management.
Fix & Flip Lending
CV3 Financial
Unified draw operations across multiple business lines with consistent policy controls and audit trails.
Residential Lending
HouseMax Funding
Transformed borrower experience with self-service portal and real-time project visibility.
Trusted Across Lending Segments
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