Financial

Build secure and reliable financial apps with these customizable templates. Use them to manage your personal budget with clarity or as a professional starting point for a new fintech tool for your clients.

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

Business Management Suite template preview

Business Management Suite

$29

Streamline your business with the all-in-one solution for managing clients, cases, workload, and office operations. Stay organized, compliant, and productive. This app is a comprehensive Business Management Suite designed for professional service firms. It helps manage clients, projects, tasks, time tracking, billing, documents, and appointments, alongside broader business operations like assets, expenses, and compliance. Key Features: Client & Project Management: Organize client information, track project progress, assign tasks, and manage case details. Financial Tracking: Log billable hours, generate invoices, record payments, and monitor business income and expenses. Document & Calendar Management: Securely store documents related to clients and projects, and schedule appointments. Operational Oversight: Manage business information, physical premises, assets, and ensure compliance with regulations. Customizable Settings: Personalize display preferences (including themes), workflow rules, and other system configurations. How it can be used: The app streamlines daily operations, improves organization, and provides a centralized platform for managing all aspects of a service-based business. It helps users maintain client relationships, track profitability, and ensure smooth project execution. Target Users: Ideal for small to medium-sized professional service firms such as law firms, consulting agencies, accounting practices, and other businesses that manage multiple clients, projects, and detailed operational processes.

Web Dev5 clones

Operations · HR & Legal +1

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