Lender fundings, from any lender
Every funding matched to the job it paid for, including partial and split fundings and amounts net of the lender's dealer fee.
GreenSkyService FinanceSynchronyWells FargoFoundation Financeand others
Two-week pilots open for contractors
Every lender funding and customer payment, matched to the right job.
Fundings from GreenSky, Service Finance, Synchrony, Wells Fargo and any other lender, plus every deposit and final payment, land on the job they belong to. Your finance team only handles the exceptions.
No cost. No connection to your systems. You decide what to share.
This week's payments
Each payment, the job it belongs to, and why.
| Received | From | Amount | Job | Status |
|---|---|---|---|---|
| Oct 14 | GreenSky | $18,450.00 | 24-1187 | Matched |
| Oct 14 | Service Finance | $11,200.00 | 24-1203 | Matched |
| Oct 15 | Card deposit | $2,500.00 | 24-1241 | Matched |
| Oct 15 | Synchrony | $9,875.00 | 2 possible | Needs review |
| Oct 16 | Check, final | $4,310.00 | 24-1119 | Matched |
How it works
The work it takes off your team
Each lender funds on its own schedule and in its own remittance format, alongside deposits and final payments from homeowners. Someone has to match every one back to a job.
Deposits and final payments
Card, check and ACH payments from homeowners, matched to the right job and the right stage of it.
Only the exceptions
Anything that doesn't line up goes to your team with the reason, instead of every payment needing a person.
Every match explained
Each payment comes back with the job and the reason: the loan number in the remittance, the lender and amount, the customer and balance. When two jobs fit, it says so instead of guessing.
Two-week pilot
See it on your own payments first
Before you decide anything, and without touching your systems.
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Send a weekly export
Lender fundings and open jobs, as a spreadsheet or CSV from the systems you already use. Job numbers, dates and amounts are enough.
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Get it back matched
Every payment matched to its job, with the ones that need a person flagged and the reason for each.
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Check it against your books
Compare it with what your team posted. After two weeks you'll know how much of the work could come off their plate.
No connection neededNo access to Salesforce, your CRM, your accounting system or your bank.
Masked data is fineLeave out customer names. Job numbers, dates and amounts are all it takes.
Deleted afterwardsYour exports are used only for your pilot and deleted when it ends.
FAQ
Questions
Do we have to connect Salesforce, our CRM or our bank?
Not for the pilot. A weekly export is all it takes. Connecting systems only comes up if you decide to keep going.
Which lenders does it handle?
Any lender that funds your jobs. Each one remits differently, and handling those differences is the point.
What does the pilot cost?
Nothing. If the results are worth it, we'll talk about pricing then.
Who's behind Legate Labs?
Nolan Hargreaves, a software engineer. Legate Labs also makes Emissary, which reads supplier replies to purchase orders for Shopify merchants.
See it on your own payments
Email me and I'll tell you exactly what to export. Pilots start within a week.
[email protected]Also from Legate Labs: Emissary, a Shopify app that tracks which suppliers have replied to your purchase orders and reads the confirmed quantities and ship dates out of their emails.
Visit Emissary