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Loan management system

Loan servicing.
From funding to closure.

Finbl gives lenders a configurable LMS for managing fixed-term and revolving credit from funding through settlement, collections and closure.

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Servicing

A complete loan record
for day-to-day servicing.

Manage what happened, what is due next and how money has been allocated, while keeping operational work close to the customer and loan account.

  • Fixed-term and revolving loan accounts
  • Schedules, allocations, transactions and journals
  • Statements, settlement quotes and partial settlements
  • Flags, contacts, notes, documents and customer communications
  • Arrears, hardship and operational workflows
Loan accountFixed term · Funded
£2,840.22
Payment£190.90
Interest£74.42
Fee£5.00
Allocation£111.48
Statement ready

Payments, fees and interest prepared for customer communication.

Loan ledger

Ledger & allocation

Track transactions
and allocation detail.

Payments, fees, interest and adjustments sit in one operational ledger, with allocation detail clear enough for servicing teams, finance teams and audit.

  • See every transaction and how it was allocated.
  • Separate capital, interest, fees and adjustments.
  • Keep operational activity tied to the same loan record.

Statements

Generate statement periods
from ledger activity.

Build statement periods from the ledger so the same balances, payments, interest and fees can be used in documents, emails and portal views.

  • Create statement periods for fixed-term and revolving credit.
  • Store the values needed for communications and customer portals.
  • Keep generated statement data close to the loan timeline.
Statement period01 Aug - 31 Aug
Opening balance£3,128.90
Payments received-£284.20
Interest charged£82.78
Closing balance£2,927.48
Customer statementReady to send
Monthly snapshot
Loan 100026
Revolving
£1,680.00
£320.00
12 Sep
Active

Flags & controls

Surface exceptions
on the loan account.

Surface complaints, hardship, payment plans and operational warnings from the loan view, so teams can keep servicing decisions aligned with the customer position.

Loan reporting

Collections and forecasts
from servicing data.

Report on collections, future payments, settlements, arrears and product performance using the same data used to service each loan.

Collections£348k
Principal £214kInterest £96kFees £12k
Loan operations

Loan operations

Keep servicing activity
connected to the file.

Keep the loan account, customer activity, documents, contacts, communications and operational decisions together from funding through closure.

PaymentsRecord, allocate, retry and reconcile customer payments.
StatementsGenerate statement periods for fixed-term and revolving credit.
ArrearsTrack flags, fees, forbearance and collections activity.