Loan Management Module: Lender Portals & Revenue Share
Optimize financial relationships and lender transparency. The Loan Management Module provides a read-only portal for tracking loan terms, repayment schedules, and secure shared reports without affecting core accounting journal entries.
Core Features
Accessible under Loan Management in the admin panel, the module manages external investor relations:
1. Lender Profile Management
Register profiles for lenders and financial partners. Group lender properties, contacts, and historical agreements in a single workspace.
2. Loan Terms & Interest Scenarios
Input agreements parameters, including initial principle values, interest rates, durations, and payment structures (such as monthly or quarterly).
3. Repayment Schedules Generator
Build static tables showing repayment milestones, interest breakups, paid amounts, and upcoming deadlines, keeping both parties aligned.
4. Read-Only Accounting Integration
Pull invoice and revenue reports from the Accounting Module to showcase financial metrics, without allowing external lenders to edit core financial journals.
5. Secure Shared Reports Links
Generate password-protected, read-only links for lenders to monitor active performance stats, repayment statuses, and revenue shares dynamically.
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