Helix Money software is a tool that allows private money lenders, borrowers, funding sources, investors, brokers and more to collaborate and make transactions happen in the smoothest most efficient way possible.
Private Money Lenders need to get their money out with compliance, speed, and safety. Helix Money provides a platform to connect with borrowers/real estate investors and licensed brokers throughout the country, easily identify a borrower’s ability to repay, and offer loan terms to potential borrowers – all in a matter of minutes. Once a borrower has applied for a loan the Private Lender gets to experience the beautiful automation and ease that is Helix Money. With one click a loan is approved with compliant and customized loan docs generated. With another click loan docs are sent out for e signing, and the loan is filed into the Private Lender’s dashboard accordingly.
Beyond that Helix Money collects payments from borrowers online, tracks payments done offline, creates payoff statements in one click, automatically generates 1098s, and more. All the tedious time consuming work that a Private Lender does is automated and streamlined with Helix Money.
What more is the investor portal. Should you have the need to report to your investors the performance of the loans you may do so by creating a custom portal for them to log in and view. This will show them how things are going with the money they have contributed to the funding of any loan(s) or fund(s).
From cradle to grave the private loan process for purchase loans, refinances, and construction loans are made easier and customized with your branding. Helix Money makes private loans happen with unprecedented efficiency and speed.