Platform
Reporting
The numbers your board, funders, and regulator ask for: live on a dashboard, generated as statements, or exported as data.
Demo Lender
Administrator
Dashboard
The portfolio dashboard: AUM, performance, maturities, and funder exposure, live from the book.
The live portfolio view
Open the platform and the state of the book is just there.
Portfolio Dashboard
Total AUM, active loans, overdue payments, available headroom, and unreconciled items at a glance.
Maturity Profile
The book's maturity distribution by year, so concentration and refinancing risk stay visible.
Funder Exposure
Outstanding balances by funder, live: the view your funding conversations start from.
Statements and exports
Documents generated from the system of record, not rebuilt in Excel.
Account Reports
A full account statement for any loan, generated on demand from its transaction history.
Redemption Statements
Redemption figures calculated to any date: pick the date, get the statement.
Custom Exports
Every grid in the platform exports to CSV, filtered and columned exactly as you see it.