Portal template
Lending & Collections Tracker
For small lending businesses: money out (loans released), money in (payments collected), who has paid and who is behind, balances still to collect, and how much you've earned in interest.
- Dashboard
- Loans
- Payments
- Reports
Money In This Month
₱155,813
Money Out This Month
₱37,967
Earnings This Month
₱143,498
Still to Collect
₱64,375
Money In per Month
Want to click around? Open the live demo — approve requests, add records and try it with your own spreadsheet.
What's included
Loans — included
Every loan you release — borrower, amount, interest per month, term and how often they pay — with the total due, balance and who's behind worked out for you.
Payments — included
Every payment received — who paid, how much, when and how — so you can see who has paid and how much you've earned.
Reports — included
Standard reports and exports built from the portal's own data.
Who uses it
- Owner
- Manages the portal and its users. Sees Loans, Payments, Reports.
- Collector
- Sees Loans, Payments.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Loans
- Loan #
- Borrower
- Phone
- Released On
- Amount Lent
- Interest % / Month
- Term (Months)
- Pays
- Fully Due
Payments
- Date
- Loan #
- Borrower
- Amount Paid
- Paid Via
- Received By