Loan Booking Management Systems

AXLR8 Feature List

Enter Borrowers, brokers, investors, introducers, referrers

Onboarding

Associate professionals (accountants, lawyers, surveyors, valuers, etc.)

Add credentials for your panel of professionals (number of partners, professional registrations, etc.) 

Vetting, KYC, MLA, PEP, profiling, etc.

Set up Loans

Security details

Calculate loan parameters

Assess Loan viability LTV, Net and gross 

Calculate arrangement fees and broker commission as well as introducer fees

Autogenerate documents (including Indicative terms, Decision in Principle, investment memoranda, statements.)

Manage Investor accounts, preferences and compliance checking cycles

Manage and track Investments

Build and manage Investment pools and vehicles and their funding sources and preferences

Manage Loans

Invoicing

Ledgers and transaction recording

Reporting

Customisability