AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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.

1 of 4

  • 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 Management
Dashboards & Reports
Accounting
Industries
Agriculture & Mining
Energy
Financial Services
Personas
Business User
Executive
Other
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

Compatibility

Required Salesforce Products
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 Salesforce Products
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
Supported Languages
English