Product Overview

Contact Management

Loan Categories
Loan Management

Syndication

Payments

Accounting Manager

Reports

Loan Management

The LMS main screen provides all the functionality you need to manage active loans, verify payment history, manage delinquent accounts, schedule debt activities, account for property taxes and much more.

  • View all the transactions carried out on a specific loan
  • Manage and schedule loan activities (scheduled payments, irregular payments, etc.)
  • Automatically change loan mechanisms for delinquent accounts (NSF, late payment fees, interest calculation, etc.)
  • Access a variety of interest calculators (accrued interest, interest received, waived interest, etc.)
  • Sort and view loans on a product or customer basis
  • Manage loan guarantees and follow-up on loan collaterals
  • Manage property taxes, tax account payments, and calculate interest on tax deposits
  • Set interest calculations (e.g. Actual/365 and 30/360).

*Canadian version.

You can manage collaterals, delinquencies and investor activity as well as assign tasks and follow-up activities to other users. You can also print cheques, tax receipts, statements and more than 40 reports.

Make the system fit your business model by customizing over 50 tables and fields. The LMS includes all the required tools for audit and portfolio management.

Simplify accounting by interfacing the LMS with your accounting software to import the general ledger entries.

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