Lasso is a deal platform designed for private money lenders to quickly price and close loan deals. It centralizes quote generation, client request management, and document storage in a single workflow, helping lenders streamline operations and increase deal velocity. Users report improved efficiency and higher closing rates by handling all deal steps within the platform.
Funding
Funding not disclosed
Founders
Product
Problem
Private‑money lenders often juggle multiple tools to generate loan quotes, track client requests, and store documentation, leading to slow pricing, fragmented workflows, and delayed closings.
Solution
Lasso provides a unified SaaS platform that consolidates quote generation, client request management, and document storage into a single, streamlined workflow. Lenders can create and share loan pricing instantly, track the status of each client interaction, and access all related files without switching applications. The platform’s real‑time collaboration features keep teams and borrowers aligned, reducing back‑and‑forth communications. Automated notifications and built‑in task tracking help users move deals through the pipeline faster, ultimately increasing the number of closed transactions. Continuous feature updates ensure the solution stays competitive as market demands evolve.
Target Audience
Primary users are private‑money lenders and loan officers who originate and close short‑term real‑estate or bridge loans, as well as boutique lending firms seeking to improve operational efficiency.
Features
- Integrated loan quote builder with customizable pricing templates for rapid deal pricing
- Centralized client request dashboard that logs interactions, status updates, and next steps
- Secure document repository with version control and easy sharing capabilities
- Real‑time collaboration tools, including in‑app messaging and automated notifications
- Workflow automation that assigns tasks, tracks deadlines, and flags stalled deals
- Cloud‑based architecture with role‑based access control and audit trails for compliance