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Loan Sphere LMS (v1)

By Agro Business PTY LTD

A loan & treasury management system for specialised lenders

Starting at $100   AUD/user/month

Discounts available for nonprofits

Industries
Agriculture & Mining
Energy
Financial Services
Business Need
Process Management
Dashboards & Reports
Accounting
Requires
Platform Cloud
Experience Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Additional Requirements
Digital Experience Cloud activated within your Org.

App Details

Version
AgroLending Gold/Agrolending 2024 - Apostlebird 15.1.0
Listed On
05/27/2019
Latest Release
02/19/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 39
Custom Tabs: 27
Custom Apps: 4
Lightning Components
Global: 7
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
11.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/14/2021

Additional Details

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

Need help?

Agro Business PTY LTD

Sydney, Australia

Pricing available on request

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