Know your book — today, not at month end.
Every figure in the reports comes from the same ledger as the loans, so the numbers agree with each other — and with your accountant.
The problem
- Reports assembled from several spreadsheets.
- Concentration and LTV risk checked occasionally, if at all.
What changes
- One source of truth for every number
- Risk visible before it becomes a problem
See how each part works
Reports & dashboards
A live dashboard and over 40 reports — maturities, payments, arrears, lender positions, capital, fee income, T5, financial statements — plus a custom report builder.
How it works →Portfolio risk
A portfolio risk dashboard with concentration limits by region, borrower and property type, LTV bands, maturities, arrears and loans needing attention.
How it works →Data migration
Import contacts, loans, lender positions, payment history and documents from spreadsheets or another system, with test runs, error reports and rollback.
How it works →What's included
Report library
Maturities, payments due and received, arrears aging, lender positions, capital deployed, fee income, T5 summary, trial balance, P&L and more.
Custom reports
Build your own reports over loans, payments, leads, contacts, lender positions and tasks, and schedule them by email.
Portfolio risk
Concentration by region, borrower and property type against your limits, LTV bands, maturities and arrears in one view.
Dashboard
Active loans, principal outstanding, payments due this week, maturities and the lead pipeline at a glance.
Questions about reports & risk
Can reports be exported?
Yes — reports export to Excel and PDF, and can be emailed on a schedule.
Connected to the rest of the platform
Origination
- CRM and lead pipeline
- Rate-sheet quotes
- Underwriting and approvals
Loan servicing
- Schedules and ledger
- PAD, cheques, NSF
- Renewals and payouts
Investors & distributions
- Positions and sub-investors
- Monthly distributions
- Statements and T5s
Trust accounting
- Trust ledger by lender
- Bank reconciliation
- Three-way sign-off
See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.