Ascentra helps commercial lending teams turn borrower documents into prepared lender applications — so your team spends less time re-keying information and more time moving deals forward.
Skilled Professionals, Copying and Pasting
Open document.Find value.Copy value.Open the form.Paste value.Repeat. Hundreds of times.
A single commercial package can run dozens of pages across tax returns, financial statements, leases, and entity documents. Then the next lender wants it on a different form. That is not analytical work — and it is not where your team's expertise belongs.
Four Steps. One Prepared Form.
I
Upload
Add the lender's form and the borrower's supporting documents.
II
Prepare
Ascentra reads both, finds the relevant values, and maps them to the right fields.
III
Review
Your team reviews the prepared form and can see where the information came from.
IV
Download
Once approved by your team, the completed form is ready to use.
Works With Your Lender Forms
Designed around the forms your team already uses, rather than an Ascentra template.
Source-Grounded Review
Review populated information against the supporting documents it came from.
Human Reviewed
Ascentra does the repetitive preparation. Your team decides what is ready to use.
Built for Commercial Lending Teams
Commercial Mortgage Brokers & Capital Advisors
Work across lenders and fill different applications from the same borrower documents.
Private / Direct Lenders
Receive inconsistent borrower packages and need that information organized before review.
Commercial Lending Operations & Processing Teams
Spend the day finding values in documents and typing them into lender forms.
A Limited Number of Early Access Spots
We are working with a small number of commercial lending teams to shape Ascentra around real workflows.
Show us what happens after the documents arrive
Tell us what your team does after a borrower sends their documents. We build around the forms and files you already use.
White-glove onboarding
Direct access to our team
Help shape the product around your workflow
Preferred early-customer terms
Document Preparation, Automated
Upload borrower documents and a lender form. Ascentra reads both, maps the relevant information, and prepares the form for your review.
Your Forms. Your Workflow. Less Manual Entry.
Designed to work with the lender forms your team already uses. Lenders do not need to adopt an Ascentra template.
Ascentra reads borrower documents and identifies relevant values
Maps relevant information onto the lender's form
Prepares the form for your team to review
Your team corrects, approves, and downloads the output
Borrower Documents + Lender Form
Tax returns & schedules
Personal financial statements
Bank statements
Leases & rent rolls
Entity & property documents
The lender's own application
Ascentra
Reads documents · identifies values · maps to fields
Prepares the form and links values back to the source
Prepared, Reviewable Form
The lender's form, filled in
Values linked back to the source document
Ready for your team's review
A package starts with the borrower's documents and the lender's own form.
Works With the Documents You Already Receive
No standardized intake. No reformatting. Ascentra is built for the packages borrowers actually send.
Tax returns & schedules
Personal financial statements
Bank statements
Leases & rent rolls
Entity & business documents
Property information
Business financial statements
Lender-specific applications
The Repetitive Work Is Prepared. Your Team Stays in Control.
Output is prepared for review, not for blind submission. Your team inspects the form, can trace values back to the source document, corrects what needs it, and approves the result.
Your organization remains responsible for the accuracy, completeness, and suitability of any output. We consider that a feature, not a disclaimer.
Built for Sensitive Documents
Commercial lending documents contain sensitive borrower and financial information. Ascentra is built with controls designed to protect it.
Authenticated Access & MFA
Every user is authenticated and multi-factor authentication is required. Access to documents and packages is controlled at both the account and package level.
Tenant Separation
Customer data is logically separated by organization, with server-side tenant and package authorization controls designed to prevent cross-customer access.
Controlled Document Access
Document access is governed by package-level permissions. Uploaded files are scanned for malware. Downloads are protected and logged.
Audit Events
Significant platform actions are recorded as audit events, supporting accountability and operational visibility across your team.
Retention & Deletion Controls
Document retention and deletion are governed by defined platform controls and retention policies.
Secure Cloud Architecture
Ascentra runs on AWS, with server-side authorization controls designed for controlled access.
Where Ascentra Stops
Ascentra prepares documents. It does not underwrite loans, approve borrowers, or make credit decisions — and it is not built to. Every output is prepared for a qualified professional to review, correct, and approve before it is used. Your team holds the judgment, and your organization remains responsible for the accuracy, completeness, and suitability of the final form.
Request Early Access
Work directly with our team and help shape Ascentra around your actual lending workflow — the lender forms and borrower documents you handle every day.
Built Around Your Actual Workflow
We want to learn what happens after a borrower sends you their documents — and build Ascentra to make that work faster.
