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Loan Tracker Pro template preview

Loan Tracker Pro

$10

Overview Loan Tracker Pro is a full-featured loan management system built for private lenders, credit groups, and small financial institutions. It streamlines every step of the lending workflow — from borrower onboarding to repayment tracking — all in one clean, professional interface. Key Features Borrower Management – Maintain a complete directory of borrowers with contact details, status, and document storage. Loan Origination – Create loans with configurable principal, interest rate, payment schedule (weekly, fortnightly, monthly), and due dates. Payment Tracking – Record payments with proof-of-payment uploads and automatic balance recalculation. Loan Requests Portal – Borrowers can submit requests for new loans, top-ups, modifications, and payment extensions directly through their own portal. Borrower Portal – A self-service dashboard where borrowers log in to view their loan balance, payment history, and submit requests. Email Reminders – Send automated payment reminder emails to borrowers for upcoming or overdue payments. Loan Performance Analytics – Visual dashboards with charts showing disbursements, repayment rates, and portfolio health. Loan Statements – Generate and export professional loan statements as PDFs. Amortization Schedules – Auto-generated repayment schedules with a built-in loan calculator. Document Management – Attach and manage documents at both the borrower and loan level. Role-Based Access – Supports Admin, Staff, and Borrower roles with appropriate access controls. Excel & PDF Exports – Export borrower lists, loan data, and payment records to Excel or PDF. Who Is It For? Private / personal lenders Microfinance organizations Credit cooperatives & lending groups Small community banks or savings clubs Freelance loan officers managing a client portfolio Tech Stack Built on React + Tailwind CSS with a fully managed backend — no server setup required. Ready to deploy and customize out of the box. What's Included ✅ Full source code ✅ Pre-built database schema (6 entities) ✅ Borrower & Admin portals ✅ All UI components and pages ✅ Role-based access control ✅ Export functionality (Excel + PDF)

Justin Van Staden6 clones

Finance · Operations +3

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