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Capstack Loan Servicing

Automate loan participation workflows that scale.

Replace manual processes with automation that scales volume without adding headcount

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Participation management shouldn't require spreadsheets and email chains.

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.

Turn days of manual work into hours of automation

  • 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

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Centralize
participation management

  • 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

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Complete compliance trails for every audit and exam

  • 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

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Service existing participations
without re-papering

  • 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

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Everything Your Bank Needs for Loan Operations

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 It Works

Ready to automate participation workflows that scale?

See how Servicing handles multi-bank coordination and compliance without adding headcount.

Schedule Demo | Contact: (800) 851-4507