Loan Portfolio System

Built around the Loan Service System Concept, Loan Portfolio is designed with the small, growing user in mind. Encompassing all of the transaction ability of its big brother, the Loan Portfolio system will not sort by class and type for either loans or customers. Transaction types include: regular, disbursement, payment short, odd payments, interest or principal only, and reversals. The ability to define late charges and grace periods still exists being globally or individually assigned. Each loan may have simple interest, with payments being anywhere from annual to weekly. Interest may be calculated by period or date. The Loan Portfolio may be upgraded to the Loan Service System at any time with NO re-entry of data.

Available Options: none, see the Loan Service System for option modules.