Improve Financial Management by Tracking, Analyzing, and Controlling Loans

Product Name: Loan Management System
Product Version:
Works With: Dynamics 365 Finance and Operations
Purchase Price: $199/Month up to 5 users + Implementation costs
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Product Summary

Loan Management System (LMS) simplifies the process of entering, tracking, viewing, and editing loan information. Create loan amortization schedules, make loan payments, receive loan payments all inside of D365 F&O. This digital platform helps automate and streamline every stage of the loan lifecycle, from application to closing.

Speed, productivity, and efficiency on many levels, LMS optimizes profitability but also saves time and money. In addition, it is a well-placed investment to improve and increase the working conditions of any team and the overall performance of the business.


Track Loans from the Application Process through Payoff:

Amortization Schedules:

Multiple Loan Types:

Supports Loans Payable or Receivable:

Integrates with General Ledger, Accounts Payable, and Accounts Receivable

Unlock the Full Potential of Loan Management with LMS:

Streamlined Operations and Comprehensive Reporting in Dynamics 365 Finance

Reporting Capabilities

Review loans with an array of different reports such as Payment Schedule, Payment Receipt, Loan Trial Balance, Interest Received, Cash Projection, Statements and many more.

Generate custom reports and share with stakeholders and high-level management to increase visibility.

Automate a wide range of accounting tasks, from invoicing and reporting to maintaining financial documents.

Easy Loan Ledger Setup

Quickly and easily enter loan information and select how each will integrate with General Ledger, Accounts Payable and Accounts Receivable. You determine if data posts automatically or after your review.

Automatically updates General Ledger with loan information and other loan transactions. Make loan payments through payables and receive loan payments through payables. payable can purchase Invoices to Payables. Loans Receivable can create invoices to send to clients.

Loan Review

View and analyze loan information using inquiry screens or reports.

Put Your Information to Work

LMS will generate amortization schedules automatically, allocate payments between principal and interest, payment receipts, or statements inside of D365 F&O.

Assess fees for late payment or write off balances, as necessary.

Manage Loans More Effectively

LMS is an integrated system that allows you to accrue interest, make or receive loan payments and manage the entire loan portfolio from within Microsoft Dynamics 365 Finance.

Related Documents


Loan Management System (LMS) Using 4.00 KB 26 downloads