Loan management software

In short

Loan management software (LMS) is the core system where a lender keeps every loan, schedule, payment and customer interaction. Finsora's cloud LMS covers origination, servicing and collections with configurable products, workflow automation, AI-assisted credit assessment, white-label portals, reporting and a straightforward API to CRM, accounting and other business tools.

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Loan management software

Key features

01

Configurable products

Any number of loan products with their own amounts, terms, schedules, interest, fees and rules.

02

Payments and reconciliation

Bank statement import, automatic payment allocation, overpayments and refunds.

03

Workflow automation

Tasks, approvals, notifications and status changes triggered by rules, not by memory.

04

Reporting and analytics

Portfolio, arrears, cash-flow and product performance dashboards with exports.

05

API and white-label

REST API and webhooks for your systems; portals and documents in your brand.

Who it's for

Who it's for

  • Lenders replacing spreadsheets or legacy systems
  • Fintechs launching a lending product
  • Credit unions and cooperatives
  • Multi-product and multi-country lenders

Capabilities and integrations

  • Cloud-based
  • Multi-device
  • REST API
  • Webhooks
  • Role-based access
  • Audit trail
  • Multi-currency
  • Multi-language

How implementation works

How implementation works

01

Discovery

Products, processes, reports and integrations are documented.

02

Configuration

The platform is configured – most needs are met without custom code.

03

Migration and testing

Loans and balances migrated, reconciled and tested with real scenarios.

04

Go-live

Training, launch and ongoing support with SLA.

Loan management software

Frequently asked questions

What is loan management software?

Loan management software is a system that manages loans across their whole life: products, applications, contracts, schedules, payments, customer communication, collections and reporting.

Is Finsora cloud-based?

Yes. The platform runs in the cloud and works on desktop, tablet and mobile, so your team and customers can use it anywhere.

Can it integrate with our CRM and accounting?

Yes. The REST API and webhooks connect the platform with CRM, accounting, payment, identity and other business tools.

Can we use our own brand?

Yes. The borrower portal, documents and notifications are white-labelled with your brand and domain.

Demo

See it on your use case

Request a demo – we reply within 1 business day.

  • Fast to launch
  • Configurable, not rigid
  • Your brand
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