LoanMan is the leading edge computerised loan management system. It was developed specifically to meet the needs of today's Community Development Finance Organisations. LoanMan has a wide range of features to support the delivery of a responsive, efficient and cost effective service. It utilises workflow to ensure smooth application processing and effective loan tracking. A flexible reporting tool provides management information for an incisive view of your business.
- Easy access to key information
- Improve administration efficiency and increase capacity
- Accountability - full history of what was done, when and by whom
- Improve response time – current information to stay on top of the situation
- Pertinent management and impact information for an incisive view of your business
- Simple and easy to use
- Flexibility – can be customised on user content and business process mapping
- Scaleable – from a single user operation to larger multi-site organisations, simply add licenses as you business grows
- Supports a wide range of industry practice from personal micro loans to large business loans
- Integration - seamless links to ACT! Customer Relationship Management package, Sage line 50 Accounts and BACS systems. Also links to Microsoft Word and Outlook
| Notes on viewing the Screen captures: | |||
|
|||
|
Customers Captures comprehensive client details. Stores personal and business contact details for multiple owners. A summary history shows any previous applications and loans. Link to ACT! for extensive contact management facilities. |
||
 |
Enquiries Designed to quickly capture enquiry details. Enquiries can be allocated to staff for action. Email notification informs them when they have a new enquiry. Tracks the full enquiry process. Enquiry outcomes are recorded. |
||
 |
Applications Captures application details, - borrower requirements, other funding sources, referral information, etc. Tracks applications through the key stages in preparation for credit committee. Records application outcomes and disbursal details. Print personalised documents (e.g, Loan Agreement) with the mail merge facility. The repayment calculator and loan quotation facilities are available. |
||
 |
Loan Tracking LoanMan has detailed payment history and a summary of current loan status. The system generates an automatic payment schedules for each loan. This enables payment requests to be generated in batch. The system handles irregular payments, partial payments, early settlement and interest / capitol holidays. A live link to Sage Line 50 Accounts is available and the system can send payment requests to BACS (via approved electronic BACS systems). |
||
 |
Reporting LoanMan provides direct access to critical information, addressing the needs of clients, fund managers and funders. A range of standard reports is available for operations, performance monitoring, impact, fund management, loan management and equality monitoring information. The report writer tool enables users to create custom reports. |
||
How can LoanMan improve your business?
By effectively implementing LoanMan you can keep costs down, with improved data accuracy, better management information and more efficient use of staff time.
Improve Customer Service
LoanMan provides direct access to critical information, speeding up response time to client requests. The system has the flexibility to meet the needs of your clients – real people in a changing world.
Improve Efficiency
This advanced system is guaranteed to offer you significant time saving benefits. As the more mundane/repetitive work is handled by the system, LoanMan will bring a higher level of efficiency and productivity to your company.
Improve Accountability
LoanMan will improve accountability and enable you to track enquiries through to completion. The system notifies staff when they need to take action and requires them to “sign off” key processes when completed.
LoanMan provides you with the means to move your organisation forward and helps you to keep pace with industry leaders.
© Core Systems 2005 
Send
us your feedback