Investor cash flow reporting from the same loan record
Investors want to know where their money is and when it comes back. Reporting that reads from the loan record stays current without a month-end scramble.
For lenders funded by investors, reporting is a second job running alongside lending. Investors want to see deployment, expected redemptions and returns, and they want it to be accurate.
One record, two audiences
When investor reporting reads from the same loan records the lending team works in, it is current by default. A redemption logged on a loan shows up in cash flow reporting without anyone copying a figure across.
- See expected redemptions by month.
- Track funds deployed and returned per investor.
- Share a scoped view with investors instead of a monthly spreadsheet.