Beta waitlist is open
A calmer way to manage your note portfolio.
CollateralDesk helps real estate note investors keep loan data, collateral docs, and time-sensitive events in one place—so nothing falls through the cracks.
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What you’ll be able to do in the app
Boarding tape → dashboard
Import CSVs, normalize fields, and search fast by address, status, and servicer loan number.
Document vault per note
Keep your collateral files organized (note, mortgage/deed, assignments, payment history, BK/foreclosure filings).
AI-assisted extraction
Upload docs and auto-populate common fields with a review flow—keep control over what’s “official”.
Tasks, reminders, and timeline
Track the things that cost money when missed: due dates, BK milestones, foreclosure steps, taxes, and insurance.
Portfolios & workspaces
Group notes by fund, IRA, JV, or personal accounts and invite team members when needed.
Exports & reporting
Filter by status (performing, foreclosure, bankruptcy), export to CSV, and keep a clean audit trail.