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.
An enterprise level lending solutions for small to medium sized lenders - get started on a system that can adapt to your products
Customer portals give your customers a window into their loans and upcoming repayments
There's even a fund & investor management side to the system to help manage your debt funding
Automations at every step, work smarter and leaner and leaner by getting the system to do the heavy lifting
Expert lending support team to help setup and manage the system with you
AI integration capabilities to stay ahead of your competitors
We provide a loan & capital management solution specifically designed for niche market lenders & debt business funders. We specialise in helping lenders get off the ground with their first lending system (experts in our field) or help to move lenders away from their old rigid loan management systems (simple data migrations). Features: - Loan Management (calculate interest, track repayments, reconcile balances) - Quick & easy task and record update automations - Accounting software integrations - Borrower, Broker & Investor Portals - Manage all your money movements (links to Open Banking) - Automate loan disbursements - Auto generated monthly financial statements - Funds & Investment management - Customisable reporting & analytics
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
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform CloudExperience Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.com
- Supported Languages
- English