Private Lending Solutions
Automate Private Lending Document Workflows from Intake to Signature
Collect all transaction information once, automatically generate complete borrower and lender packages, send them for e-signature, and securely store every completed document.
Start with ready-made lending packages, or build your own intake-to-document workflow. Built for lenders, operations teams, and legal reviewers who need speed, consistency, and full document traceability.
Built for Complex Private Lending Workflows
From intake to closing, private lending transactions require borrower, lender, property, loan, and compliance information to be reused across multiple documents. ePACT!t eliminates repetitive work by collecting transaction information once and automatically generating complete borrower and lender packages ready for e-signature.
Instead of manually preparing documents, copying data between forms, and managing multiple tools, your team can automate the entire document process from intake to signature in one secure platform.
What this gives your team
- One intake form powers every document in the transaction
- Consistent document packages across borrowers, lenders, properties, and loan types
- Faster handoffs between operations, legal, underwriting, and funding
Common Challenges
Private lending teams often move fast, but document operations still rely on manual workarounds that increase risk and slow funding decisions.
Two Ways to Get Started
Choose the path that matches how your lending team works. Both give you one intake that powers multi-document generation, e-signature, and vault storage.
Build Your Own Workflow
Design your intake form, choose the documents you need, map fields once, and publish a repeatable lending workflow.
- Create your intake form
- Compile your document package
- Map fields once
- Publish and automate
Best if your process, product mix, or disclosure set is unique.
Buy Ready-Made Packages
Get a head start with pre-designed intake and document packages built for private lending. Purchase Borrower Package, Lender Package, or both.
- Intake form already designed for lending data capture
- Full Borrower and/or Lender document sets generated automatically
- Everything remains editable so you can adjust language and fields
Best if you want to launch faster with private-lending defaults.
Packages are a head start, not a lock-in. You can edit intake fields, templates, and package contents after purchase.
Borrower & Lender Packages
Each package includes a designed intake experience and the documents generated from that intake. Buy one package or both, depending on who you need to serve.
Both packages include Promissory Note and Recorded Deed of Trust.
Borrower Package
17 documentsA complete borrower-facing package covering authorizations, disclosures, notices, and core loan documents.
Show all documents
- Borrower Cover Letter
- Credit Authorization Form
- Equal Credit Opportunity
- Fair Lending Notice
- Flood Disaster Protection Act
- Loan Purpose Affidavit
- Loan Servicing Agreement Disclosure
- Notice of Mortgage Loan Servicing
- Patriot Act Information Form
- Privacy Policy Notice
- Right to Receive Appraisal
- Authorization to Release Information
- Insurance Requirements and Authorization
- Payoff Options Letter
- Promissory Note
- Recorded Deed of Trust
- Statement of Information
Lender Package
13 documentsA complete lender and investor package covering disclosures, wiring, servicing, and multi-lender agreements.
Show all documents
- Lender Cover Letter
- Lender Beneficiary Disclosure Form
- Lender Privacy Policy Notice
- Wiring Instructions
- Private Investor's Minimum Financial Requirements
- Mortgage Investment Disclosure Form
- Loan Servicing Agreement
- Documents Received or Waived
- Mortgage Broker Disclosures (Assigned Loans)
- Promissory Note
- Recorded Deed of Trust
- Assignment Lender R&A
- Agreement Among Beneficiaries (Multi-Lender)
All documents and intake fields can be customized to match your policies, products, and jurisdictions.
How the Workflow Runs
Whether you build your own flow or start from a ready-made package, the operating model stays the same.
Why this model works
- One intake powers every downstream document
- Approvals and signatures stay in one auditable chain
- Completed packages are ready for servicing, audits, and renewals
Why Private Lending Teams Choose ePACT!t
Reduce document friction while keeping quality and control high as loan volume grows.
Standardize intake-to-signature execution, cut re-entry across deals, and give operations and legal one source of truth for every package.
Ready to automate your private lending workflow?
Book a guided demo to see build-your-own workflows and ready-made Borrower and Lender packages in action.
We can map your existing process and recommend whether packages, custom workflows, or both fit your lending model.
