Dashboard
Overview of your loan portfolio
Total Loans
0
Active Loans
0
Total Loan Amount
$0
Outstanding Balance
$0
Includes accrued interest
Payments Due 0
Overdue items and the next scheduled obligation for each active loan
No active payment obligations.
Filter by Lender
Select lenders to include in the dashboard view
No lenders found. Add lenders to your loans to filter.
Filter by Status
Toggle between active loans and all loans
All Loans
View and manage your entire loan portfolio
| Borrower / Property | Loan Amount | Outstanding Balance | Next Payment | 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 | Note | 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
Data Backup & Restore
Protect your loan database and verify which account the app is reading
Database Status
Loan records are stored under the signed-in Firebase account
Open this page while signed in, then check the database.
Download a Backup
Create both a restorable backup and a workbook for review
The JSON file is the exact restorable database backup. The Excel workbook has separate sheets for loans, lenders, payments, fundings, disbursements, fees, notes, and documents, and can also be imported into Microsoft Access. Document links and metadata are included, but uploaded file contents are not embedded.
Restore a Full Backup
Restore from a LenderCalc JSON backup without deleting records that are not in the file
Restore is additive: it never deletes current records. You will see a summary and must confirm before anything is written.
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
Audit Mode
Verify Mode
1
Client Information
Basic borrower details and property address
2
Loan Details & Calculator
Core economics, fees, and prepaid interest options
Use this for standard monthly terms.
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
Where the payoff should come back to