Clear decision guides for Specialty Asset-Based Lenders
Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.
16 guides for Specialty Asset-Based Lenders of 1,000
Billing Servicing, Unused Line, and Field Exam Fees on One Borrower
Servicing, unused line, and field exam fees recur on different cycles. A pitfall checklist for billing them without duplicating your loan system.
Coding Field Examiner Invoices So They Aren't Lost
A decision guide for specialty asset-based lenders on capturing field examiner and appraiser invoices for accurate 1099 filing.
Pulley vs. Carta for a Specialty Asset-Based Lender
A worked example of a specialty lender granting equity to its underwriting team, and how Pulley and Carta fit as the balance sheet grows.
Sales Tax Exposure Mapping for Asset-Based Lenders
Interest and fee income from lending is exempt almost everywhere. A specialty lender's real sales tax review has to look past the loan book itself.
Cube vs. Mosaic for an Asset-Based Lender's Portfolio Yield
A worked example of forecasting portfolio yield and credit loss reserves for a specialty asset-based lender, and where Cube or Mosaic fit.
A Checklist for Whether Pipe or Capchase Fits an Asset-Based Lender
A pitfalls-focused checklist for a specialty asset-based lending firm weighing Pipe or Capchase against warehouse funding for its own working capital.
BILL vs Tipalti for Specialty Asset-Based Lenders
Two approaches to AP for specialty asset-based lenders, routine vendor bills versus payee-level structure for co-lending participants.
NetSuite vs Sage Intacct for Asset-Based Lenders
A worksheet for weighing NetSuite against Sage Intacct on loan portfolio accounting, interest accrual and reserve tracking for specialty asset-based lenders.
Ramp or Brex for an Asset-Based Lending Shop
A field exam or UCC search often starts as a travel charge and should end as a billable to the borrower. Ramp, Brex and Navan for that gap.
Airbase vs Procurify for Specialty Asset-Based Lenders
A worked example of how a field exam bill moves through Airbase versus Procurify at a specialty asset-based lender, and what stays separate from opex.
Payroll for an Asset-Based Lender: Portfolio-Linked Comp
How a specialty asset-based lender handles portfolio-performance bonuses, multi-state lending licensing for staff, and where Gusto and Rippling diverge.
FloQast or BlackLine for an Asset-Based Lender's Close
The tradeoffs a specialty asset-based lender faces choosing between FloQast and BlackLine, focused on loan loss reserves and borrowing base reconciliation.
Modern Treasury vs Trovata for Specialty Asset-Based Lenders
Loan servicing waterfalls and borrowing base draws make treasury complex for specialty asset-based lenders. Here's how Modern Treasury and Trovata compare.
409A Valuation for a Specialty Asset-Based Lender
Warehouse covenants can restrict ownership changes, and the loan book itself needs its own valuation before the equity number makes sense. Here's how.
FloQast vs. AuditBoard for Specialty Asset-Based Lenders
Loan loss reserves, nonaccrual interest, and warehouse facility covenants drive a specialty lender's close. See how FloQast and AuditBoard each fit.
Payoneer vs Wise for Asset-Based Lenders Paying Overseas Appraisers
A decision guide for specialty asset-based lenders paying overseas collateral appraisers, inspectors, and loan servicing vendors through Payoneer or Wise.