PlannedInvestor Transparency

Give your investors the transparency they demand.

The Investor Suite provides live, self-service dashboards so capital partners can see exactly how their money is performing.

The Opportunity

Transparency That Builds Trust

Institutional investors are raising the bar on reporting. The lenders who meet those expectations attract more capital.

Real-Time Visibility

Investors expect on-demand access to portfolio data — not quarterly PDFs. Lendscale gives them a live window into their exposure without burdening your ops team.

Institutional Confidence

Professional reporting builds trust. Automated, consistent, and auditable data presentation signals operational maturity to institutional investors.

Early Risk Signals

Live LTV updates, area liquidity shifts, and covenant breach alerts mean investors see risk changes as they happen — not weeks after the fact.

Capabilities

A Portal Your Investors Will Actually Use

Portfolio Overview

Aggregate portfolio overview or loan-by-loan drill-down.

Live LTV Tracking

Live LTV tracking and current asset values.

Regional Liquidity Monitoring

Regional liquidity monitoring for portfolio concentration analysis.

Branded Interface

Branded, white-label interface.

Automated Reporting

Reports That Write Themselves

Configurable report packs generated on your schedule. No more quarterly scrambles to compile investor updates.

Portfolio Summary

Monthly
  • Total AUM & utilisation
  • Weighted average LTV
  • Performance vs. target
  • New originations & redemptions

Risk Report

Monthly
  • LTV distribution analysis
  • Geographic concentration
  • Arrears & watch-list
  • Covenant compliance status

Loan-Level Detail

Quarterly
  • Individual loan summaries
  • Valuation movements
  • Interest income attribution
  • Security & insurance status

Market Intelligence

Quarterly
  • Regional price trends
  • Area liquidity analysis
  • Comparable evidence review
  • Macro risk commentary

Security & Access

Institutional-Grade Access Controls

Each investor sees only their own exposure. Role-based permissions, two-factor authentication, and full audit trails ensure sensitive portfolio data is protected at every level.

Role-based access controls

Two-factor authentication

Multi-investor segmentation

Audit trail on all data access

Watermarked document downloads

Fund-level vs. SPV-level views

Part of the Platform

Data Flows In, Reports Flow Out

The Investor Portal draws live data from Loan Management — balances, interest accrued, LTV movements, and covenant status. No manual data compilation, no stale snapshots. Investors see what you see, filtered to their exposure.

Explore the Platform
Underwriting Suite
Live Loan Management Suite
Investor SuiteYou are here
Broker Suite

Give Your Investors the Transparency They Expect

Register your interest in the Investor Portal and be among the first lenders to offer institutional-grade reporting to your capital partners.

Request a Demo