Client Loan Management
Client Loan Management is an internal platform built to control the full lending lifecycle: debtor profiles, contract creation, installment calendar, payment history, alerts, and reports. It centralizes daily operations in one dashboard with totals (lent, recovered, pending collection, active loans), plus debtor views, loan detail pages, database viewer, and exports for auditing.
Features
Todo lo que necesitas en una sola solución
Debtor and contract management
Create debtor profiles, edit data, and register loan contracts with complete financial details.
Installment and due-date tracking
Track balances, payment dates, overdue loans, and upcoming dues from calendar and reports.
Reports, exports, and backups
Generate contracts and export data in Excel/PDF/CSV with backup and restore workflows.
How It Works
Register debtor and loan
Create the debtor profile and define amount, interest, term, and contract dates.
Monitor the portfolio
Review each loan status, received payments, and pending balances from the dashboard.
Export and act on collections
Filter records, export reports, and follow up on overdue cases to improve recovery.
Stack & details
Stack: full web platform with financial dashboard, debtors module, contract generation, payment calendar, reporting, and exports. Includes profile security controls and backup workflows for internal operations.
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