Loan
Manager Corporate
for MS-SQL
January 2010
More features being added
progressively as customers request them.

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- multi user (Our biggest client has had 45 concurrent users)
- capable of handling a large account base
- affordable and very cost effective
- real-time balances
- data is stored in reliable MS-SQL
database at your site, not at a 3rd party remote internet location. You do
not want your mission critical data stored elsewhere.
- system login control with multiple access levels
- definable account types
- all interest is calculated on the daily balances in accordance with CCC
regulations. Other options available by request.
- flexible interest charge/payment options: weekly,
fortnightly, or monthly
- automatic or manual interest calculations
- issue of client statements of account (View a Statement)
meeting CCC Guidelines.
- comprehensive reporting options
- supports flexible interest rate management
- powerful user definable "trancodes" to segment
transactions.
- generation of Direct Entry .ABA files for
collection of repayments via Direct Entry electronic banking in
Australia
- aids in delinquent and in arrears account
control
- selective export of client names and addresses
for mail-merge
- selective export of account details ready for use in your spreadsheet
- export
transaction data for any selected date range. Data exported can then be
imported to other accounting packages, based on your Chart-of-Accounts
data
- additional licenses available to manage
portfolios for more than one company. Volume discounts apply
- in-built database backup to .ZIP file
- ability to charge a monthly account keeping fee
- apply a penalty rate of interest on in-default
loans
- free optional over-night interest processing when you set an
the optional process to be started by your Windows scheduling
system. Requires minimal on-site configuration.
Schedule, for say, 03:00AM. Once you have ordered the base system, then you may
request this component for no extra charge.
- comprehensive "detective" tools to find client
accounts
- ability to pay credit interest on deposit
accounts
- incorporates a wizard process to streamline and simplify the opening new
accounts (both Loans and Deposits)
- in use around Australia and Internationally
- easy to use
- Now available as a local demo program connecting to a remote database via
the internet. See the Downloads
page for further details.
2009-07-08: We also have a version adapted to operate in GBP £. This is available as an add-on.
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