Hypercore Basics - Introduction
Last updated April 10, 2025
Overview
Hypercore is a loan management platform that helps users track loans, manage clients and investors, automate workflows, and generate reports. With a consistent interface and structured navigation, it streamlines portfolio management and internal processes while providing tools for financial analysis and collaboration.
Navigation & Layout
Hypercore's various modules and features are navigated via our sidebar on the left-side of the screen. Hovering over an icon presents the module and possible sub-entities.
Here is a quick overview of the various modules and features of Hypercore:
- Loans – Manage loans from application to redemption.
- Funding Entities – Track investment sources and fund allocations across portfolios.
- Equity – Track equity investments and distributions.
- Borrowers and Brokers - Manage your points of contact
- Reports – Reports can be customized to your needs.
- Borrower Forms (BDM) – Collect and manage borrower data and applications.
- Workflows – Create processes like approvals and compliance checks.
- Data Tables – Organize large data sets.
- Bulk Actions – Perform mass updates and uploads.
- Settings - Modify the settings to your account.
For quick navigation you can use ctrl+k (PC) or cmd+k (Mac) to search for various loans, borrowers, and other items
Hypercore follows a consistent two-section layout:
- Left Pane – Displays key details, often split into top and bottom sections. For example, on a loan page, the loan schedule appears here.
- Right Pane – Provides deeper insights, such as additional information, terms, notes, and documents.
- In many cases, the right pane is collapsible, allowing for a clearer view of the primary information you’re focusing on.
ID #'s and URLS
In Hypercore, every item, whether a loan, funder, borrower, etc. receives an internal ID # (see screenshot as an example).
The Hypercore URL to get to this item will include the ID # - for example https://app.hypercore.ai/loans/260
The ID is a great way in communicating internally and with Hypercore personnel for quicker handling of any requests/issues.