Automate loan participation workflows that scale.
Replace manual processes with automation that scales volume without adding headcount
Replace manual processes with automation that scales volume without adding headcount
Operations teams spend days on participation administration — manual tracking creates compliance risk and caps your ability to grow. Capstack Servicing, part of the Pro suite, automates the workflows community banks actually need.
Replace manual remittance tracking with automated payment calculations
Generate standardized remittance reports for all participants instantly
Track payment history and status updates in real-time
All participants see real-time payment status and updates in one place
Send updates, notifications and servicing messages directly through the platform
Keep all communication organized and accessible for audit trails
Store loan documents, servicing notes and correspondence in one organized location
Maintain detailed audit trails for all participation activity
Export data for internal systems or regulatory reporting
Upload existing participations with minimal setup or onboarding
Manage new participations originated through Capstack seamlessly
Maintain complete audit trails for all participations in one place
You don't need separate tools for loan benchmarking, participation management, and buying or selling loans. Capstack brings them together in one platform that works alongside your core system — so every insight and action is at your fingertips. Flexible monthly or annual pricing. Get Capstack Pro with both Servicing and Analytics for complete loan operations.
See how Servicing handles multi-bank coordination and compliance without adding headcount.