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- Loan Management System
- Get started
Get Loan Management System running in four steps.
Prepare a lending pilot with a borrower, separate reviewer and provider evidence.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Loan Management System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Loan Management System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to begin with ERP.AI and use Proto to configure Loan Management System for your lending team. Name the organization and the people who will prepare, decide and audit the first cases. Keep credit authority separate from membership administration.
Prepare the first operating cycle
Choose an active borrower with a provider-linked account. Prepare an application with requested principal and supporting material, then have a different person decide its current revision. Map the provider instruction and event IDs before submitting for disbursement. Add a dated schedule and a received repayment to exercise matching by account, amount and confirmed receipt date.
Review before release
Test an approval, a return, a delayed provider confirmation and a repayment exception. Inspect the retained decision, evidence and operation receipt for each. Check that a self-approval and a stale revision are refused. Agree who investigates unmatched payments and review-needed receipts. The implementation plan gives the team the full rehearsal path.
Set up Loan Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.