Every number in the business, from one source of truth.
The dashboard shows today: active loans, principal outstanding, payments due, maturities and the pipeline. The report library covers origination, servicing, capital, accounting and team performance — and you can build your own.
Step by step
- Start on the dashboardToday's numbers and what needs attention.
- Open a reportOver 40, grouped by area.
- Filter and exportExcel or PDF.
- Schedule itEmailed to you on your schedule.
What changes
- No more assembling reports from spreadsheets
- Investor and board reporting in minutes
- Everyone sees the same numbers
Used by
- Owners
- Managers
- Accountants
Capabilities
Dashboard
Loans, principal, payments due, maturities and pipeline.
Servicing reports
Payments due and received, arrears aging, insurance and tax status.
Capital reports
Lender positions, capital deployed, distributions owed, fee income.
Accounting reports
Trial balance, P&L, balance sheet, A/P aging.
Custom builder
Your own reports over loans, payments, leads and more.
Scheduled email
Daily, weekly or monthly.
Questions about reports & dashboards
Can we build our own reports?
Yes. The custom report builder works over loans, payments, leads, contacts, lender positions and tasks.
Works together with
Portfolio risk
A portfolio risk dashboard with concentration limits by region, borrower and property type, LTV bands, maturities, arrears and loans needing attention.
Learn more →Financial statements & close
Trial balance, profit and loss on an accrual or cash basis, balance sheet, cash flow and GL detail with comparatives, plus a period-close checklist and year-end close.
Learn more →Investor statements & T5s
Lender statements for every distribution, annual statements and T5 preparation from interest actually paid, with the $50 threshold applied.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.