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Loan Sphere LMS (v1)
A loan & treasury management system for specialised lenders
Overview
Loan Sphere is a fully managed loan service system, that focuses on specialised lending. The system has been specifically designed to help lenders provide more unique products to their borrowers.
Enterprise level lending solutions with automated bank reconciliations
Bespoke customer portals providing transparency at all times
Treasury & Investor Management
We provide loan management solutions specifically designed for niche market lenders, to help them move away from traditional loan management systems which are rigid, expensive, limiting and offer a sub standard user experience. Features: - Manage Funds & Treasury Entities - Manage and calculate Interest, Repayments & Distributions - Set automated mandates & funding rules - Integration to accounting software (Xero) - Investor & Borrower Portals - Mange Reconciliations, Invoices, Payments, Deposits & Cash Balances - Loan Disbursements - Loan & Portfolio Balances - Generate Financial Statements
Categories
- Business Needs
- Process ManagementDashboards & ReportsAccounting
- Industries
- Agriculture & MiningEnergyFinancial Services
- Personas
- Business UserExecutiveOther
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App Builder