Portfolio
Overview
Active Facilities0
Total Disbursed0.00
Outstanding0.00
Collected0.00
Overdue0
Clients0
Upcoming Receipts (7 days)
| Due | Client | Facility | Amount |
|---|
Recent Receipts
| Date | Client | Amount |
|---|
Directory
Clients
| Name | Phone | Address | Active |
|---|
Book
Facilities
| No. | Client | Principal | Rate | Term | Start | Outstanding | Status |
|---|
Cash
Receipts
| Date | Facility | Client | Amount | Method | Note |
|---|
Schedule
Amortization
| # | Due | Payment | Principal | Interest | Balance | Status |
|---|
Analytics
Reports
Collections by Month
| Month | Receipts | Total |
|---|
Outstanding by Client
| Client | Facilities | Outstanding |
|---|
Aging — Overdue Facilities
| No. | Client | Days Past Due | Past Due Amount |
|---|
Operations
Data
Export
Download data as CSV — opens directly in Excel.
Import from Excel/CSV
First row must be the header.
CSV Format
Clients: name, phone, email, address Facilities: borrower_name, principal, rate, term_months, start_date Receipts: loan_number, date, amount, method, note
Workspace
Settings
Branding
Owners and admins can rename and rebrand this workspace.
Members
| Role |
|---|
Invite a member
| Role | Sent |
|---|
Platform
All Workspaces
| Name | Short | Created |
|---|