Primary system
Loan Dashboard
Facilities, client statements, source of funds, cashflow, coding, offer engine and financial reporting.
Workspaces
Open dashboard
Workspace viewer
Choose a workspace above
Select a workspace
Use the round shortcuts above to load the matching dashboard tab here.
Database
Facilities
Facility register, documents, client statements and internal ledger views.
Workflow
Source of Funds
Track available proceeds and allocations sent to lender lawyers.
Controls
Bank Coding
Code uncoded bank transactions and use historical coding search.
Pipeline
Offer Engine
Build indicative offers and compare against accepted historical deals.
Reports
Financials
Financial performance, AIL, trial balance and reporting checks.
Updates
Dashboard
Loan Dashboard is the primary operating system
Access
Tabs are permissioned by the access control sheet
Next
More project tools can be added to this portal
FPloans and projects
LDinvestor funding
SoFsource funds
CFcashflow tools
GLmonth-end controls