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Registration of Brokers, Clients and Rules
Register your brokers, customers and rules for new loan applications or refinancing

Control of Loans Completed
Record all the loans and refinancing made by your company, detailing the customer, the amount of installments, interest and amounts collected

Receipt Control
For each loan, make monthly checks if the amounts are being received correctly or if there is any level of default

Opportunities for New Loans
For each registered customer, make sure he is qualified (according to the rules) to receive a new loan or to refinance the debt he has with his business

Loan Proposal Ready for Print
According to the registered data of a loan, automatically print a proposal to physically present to your client and to have a record.

Loan Analysis
View monthly (for the year you choose) the amount of loans made, the amount of money moved and what has been received so far

Dashboard for Loan Brokers
See two control panels with the main indicators and graphs related to loans made and the receipt of installments by your customers

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Product Specs:

  • 100% Editable File
  • Immediate Access
  • Works on MAC and PC
  • All Excel Versions
  • Premium Support
  • Over 30.000 satisfied customers