Dashboard
Overview of your loan portfolio
Total Loans
0
Active Loans
0
Total Loan Amount
$0
Outstanding Balance
$0
Includes accrued interest
All Loans
View and manage your entire loan portfolio
| Borrower / Property | Loan Amount | Outstanding Balance | Start Date | Maturity | Status | Actions |
|---|
Reconciliation
All transactions across all loans for bookkeeping and reconciliation
Filters
Filter transactions by date range, loan, or type
Money IN (Payments)
$0
Money OUT (Disbursements)
$0
Net Position
$0
Total Transactions
0
Transactions
Showing all transactions
| Date | Loan | Type | Category | Recipient/Payer | Money IN | Money OUT | Running Balance |
|---|
Payoff Settings
Manage default info for payoff statements and wiring instructions
Lender / Entity Information
Appears at top of payoff letter (header and "make check payable to" section)
Payoff Contact Details
Shown on payoff letter as the contact to confirm amounts and wiring
Wire Instructions
Details that appear under "Wire instructions" section of payoff statement
Payoff Footer Notes & Disclaimers
Text that appears at bottom of payoff letter
Lenders Portfolio
Manage all lenders and track their investments across loans
All Lenders
Overview of lender relationships and exposure
| Lender Name | Total Invested | Number of Loans | Action |
|---|
Borrowers / Clients
Manage all borrowers and track their loans
All Borrowers
Overview of client relationships and outstanding balances
| Client Name | Outstanding Balance | Number of Loans | Phone | Action |
|---|
Loan Details
Manage loan information and calculations
1
Client Information
Basic borrower details and property address
2
Loan Details & Calculator
Core economics, fees, and prepaid interest options
Proceeds & Fees
Net Proceeds:
$0.00
Gross Loan:
$0.00
Origination Fee:
$0.00
Processing Fee:
$0.00
Legal Doc Fee:
$0.00
Total Fees:
$0.00
Total Prepaids:
$0.00
Interest & Timing
Monthly Interest:
$0.00
Per Diem:
$0.00
First Payment Due:
$0.00
First Payment Date:
—
Total Interest (Full Term):
$0.00
Maturity Date:
—
3
Exit Fee / Prepayment Penalty
Fee charged if loan is paid off early
Enter % (e.g., 2) or $ amount