Lender
Financial Hub
Dashboard
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Manage Expenses
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Manage Loans
Manage Payments
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Manage
Quick access to daily actions. Designed for web productivity.
Manage Help
Use this hub when you already know the task you want to perform.
• Open Manage Loans for approvals, adjustments, and tracking loan status.
• Open Manage Payments when a client has paid and you need to record it against the correct loan.
• Open Manage Expenses for business costs. Management Reports will use those expense records automatically.
Manage Loans
Approve, reject, request changes, and track repayments.
Open
Manage Payments
Record payments for active & overdue loans.
Open
Manage Expenses
Record operating expenses used by Management Reports.
Open
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