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- EMI Calculator & Tracker
- Who it's for
- Loan servicing teams
Loan servicing teams
A loan servicing team can keep provider account identities, dated positions and incoming movements beside the borrower application they concern. Loan Operations Analyst checks source events and uncertain matches. Credit Officer can supply the original application and provider instruction context. Auditor can inspect the resulting evidence without changing it.
How EMI Calculator & Tracker is set up for you
Account identity
Keep provider, external account ID, currency and borrower owner together.
Positions
Compare dated ledger and available balances using the provider snapshot ID.
Movements
Trace each received amount to a provider event ID and loan account.
Exceptions
Leave an uncertain application match visible for investigation.
A loan servicing team can keep provider account identities, dated positions and incoming movements beside the borrower application they concern. Loan Operations Analyst checks source events and uncertain matches. Credit Officer can supply the original application and provider instruction context. Auditor can inspect the resulting evidence without changing it.
A provider sends a movement for an account that has a recent position snapshot. Loan Operations Analyst checks its event ID, amount and date, then compares the account owner with the borrower on the proposed application match. If the source does not establish that link, the movement remains Unmatched or Exception. A later provider correction can be attached to the application and reviewed alongside the original evidence.
Start with one borrower account, a dated provider position and a source event with a known application link. Then bring a disputed event to the same team. Agree which provider source resolves the discrepancy and who can update a movement state. Check that a repeated event identity does not become a second business movement. Have Auditor retrace both the match and exception from their saved records.
Review [provider outcome](/emi-calculator-tracker/processes/provider-outcome) and [movement review](/emi-calculator-tracker/processes/movement-review). Set up any provider connection separately and compare the first imported event with the provider source.
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
- Independent Credit Approver
- Review eligible application revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
- Credit Officer
- Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
- Loan Operations Analyst
- Reconcile provider movements, account positions and operation receipts for assigned applications.
Set up EMI Calculator & Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.