Loan trading and participation has never been this easy
Our innovative transaction process allows you to complete the whole loan trading and participation process entirely online. With built-in transaction tools that ensure speed, security, and transparency, Stackfolio is changing the way loan trading and participation is done!
A familiar workflow, streamlined
We’ve rethought the loan trade workflow from the ground-up.
See exactly what the next steps are for your trade, communicate directly with all trade collaborators, assign roles and permissions, and manage any outstanding tasks to move and complete the trade.
Call us for a free demo:
(404)-707-4232
A familiar workflow, streamlined
We’ve rethought the loan trade workflow from the ground-up.
See exactly what the next steps are for your trade, communicate directly with all trade collaborators, assign roles and permissions, and manage any outstanding tasks to move and complete the trade.
Call us for a free demo: (404)-707-4232
Communication at every step
Eliminate the hundreds of threads and emails that happen during loan trades and participations, and efficiently communicate with multiple parties within our timeline view.
Your entire team of collaborators can now communicate, audit, and act on any event that has occurred in your trade!
Upload files quickly and securely
Move away from mailing physical piles of loan data, CDs or hard drives, and upload all relevant trade files fast and securely, right through our platform!
Our data warehouse technology helps improve efficiency and reduce due diligence completion times by allowing single loan or bulk portfolio due diligence uploads, auto-mapping files to loan IDs, and auto-categorization of loan documents into categories the buyer requested.
All your trades,
All in one view
Managing multiple trades is simple with our Trade Center.
Get a high-level overview of each active trade and pick up right where you left off!