Loan Manager Plus offers a complete loan servicing, management and tracking software solution. It offers an A to Z type platform with no added costs from third party vendors.

We have incorporated the latest platform and database technology along with competitive pricing. For more information, visit the features link to see functionality grouped by category. Also review our product Q&A link for a question and answer style forum or the sectors link to see divergent uses for the product.

The product is flexible and appeals to many loan servicing and loan tracking sectors including:

  • city, county and state government
  • economic development
  • trust and foundation
  • educational
  • corporate and franchise
  • construction and line of credit
  • boutique and more

With a changing technological playing field, you may want to take advantage of our technology and expertise to deliver a superior loan servicing, management and tracking software system to your organization.



  • windows MDI application
  • easy to learn and use with wizards
  • single or multiple user environment
  • sql based database backend
  • integrated sql report viewer
  • PDF invoices and statements
  • print or email invoices
  • import loans and payments from spreadsheets
  • built-in security administrator
  • add-in manager for customization
  • maintenance and backup utilities
  • product updates through internet
  • knowledge base help
  • and more....


  • new or seasoned
  • no structural limit
  • pooling and groups
  • daily and fixed interest accrual methods
  • weekly to annual frequencies
  • add or deduct principal
  • per diem payoff with itemized accruals
  • custom schedules
  • and more....


  • posting
  • adjustments
  • reversals
  • refunds
  • late charges
  • service fee
  • track post dated checks
  • suspense account
  • comments
  • and more....


  • borrower
  • property
  • cosigners
  • tickler notes
  • status codes
  • customizable fields
  • and more....


Does the software system require additional fees paid to third party vendors such as database providers?
All prices quoted by us are inclusive with no additional license cost from third party vendors.

Does the loan servicing system use windows, a DOS/window hybrid, DOS or another technology?
We offer a fully compiled modern windows platform on the client that runs on XP, Vista, Windows 7 and Windows 8.

Does the loan servicing system maintain an open architecture and take advantage of modern database theory using normalization?
Many older systems use proprietary database structures that are not related in contemporary one to one, one to many and many to many structures. We offer a SQL (structured query language) based contemporary database structure for data access using either a file or a client server model.

Does the loan servicing system offer industry recognized SQL reporting tools?
We offer either the Crystal Reports © or the Reportsmith © report viewers. Both tools come with a set of reports that can be customized. We do not embed our reports into the program which limits customization on a per customer basis.

Does the loan servicing system offer industry standard PDF output for invoices?
The product can output an entire invoice run to a PDF file. Invoices can then be printed and the entire invoice run archived. In addition to standard print functionality, invoices can be emailed as PDF attachments to borrowers.

Does the loan servicing system offer document management?
The system can store any type of document or scanned image within the database for easy retrieval using windows built in file association feature.

Does the loan servicing system support importing payments rather than posting them manually?
Payments and even loans can be imported directly into the system from spreadsheet (XLS) files using OLE automation. We support both Microsoft Excel © using (VBA) and Open Office © using (ooBasic) as automation clients.

Does the loan servicing system offer a one click approach to loan management?
This means vital features are just one click to implement. If a feature requires multiple steps to complete, then a wizard approach is used. This means loan setup, adding principal to a loan or obtaining real time reports such as aging use a step by step process.

Does the loan servicing system offer different font sizes to match differing individual preferences and screen sizes?
Many software programs are written using 8 pt or 9 pt fonts which work fine with lower resolution monitors but are difficult to see with modern wide screen monitors. Our software has scalable fonts ranging from 10 pt to 12 pt which can lower eye strain.

Does the loan servicing system have an add-in manager allowing additional functionality to be incorporated with a mouse click?
Add-in applets can extend the functionality of the base system offering specific solutions to user needs.

Does the software vendor offer desktop updates to the product?
We offer automated software updates with a click of a button. No more email attachments or long delays waiting for CD updates through regular mail.

Is the software vendor willing to assist in converting existing data?
We help map your existing data using templates and bulk import without need for expensive operator input. This service can be completed in a matter of hours.


Construction Loan Servicing:
The system supports interest only loans where draws can be made at any point during the life of the loan. When a draw is made, interest is accrued at the lower balance while the next interest payment would reflect the combined interest required at the lower and the higher balances. In addition, payments can be recalculated based on the new balance going forward. Draw downs are also supported with payment recalculation. All this is accomplished through the use of wizards.

Adjustable Rate Loan Servicing:
The system supports the ability to add an unlimited number of indexes. These can be commonly used indexes such as the Prime Rate, Libor or user defined. Each qualifying loan has a spread over the index which can change immediately (the following payment) or over a specified period ranging from three months to ten years. In addition, the system can recalculate payments or solve for term based on rate change.

Student Loan Servicing:
The system supports the ability to create a deferred loan type that has no schedule while the student is in school. This type of loan allows additions and deductions to principal  to be applied, miscellaneous payments to be made and interest accrued between any two dates without a payment schedule. This type of loan can then be closed out and transferred to an amortizing once the student leaves school.

Development Loan Servicing:
The system supports the ability to maintain detail data with each loan, borrower and property. For instance, each loan possesses 20 text, 20 date, 20 numeric and 25 lookup fields. Lookup fields are dropdown lists which can be populated by the end user within program. The labels associated with these fields can also be set.

This allows specialized reporting where data within a portfolio can be grouped and sorted by any of the detail fields. For instance, data can be grouped by branch or housing program. Data can also be isolated for just one branch or housing program. Data can include payments, balances or aging.



The loan manager plus demo installation is password protected. To obtain a password and product pricing, please contact us by selecting this email link. The software is offered with either the Crystal Reports or the Report smith report viewer. The installer will prompt for report tool selection.


  • download the program installer into a temporary folder
  • from the folder select setup.exe and install using the default options
  • choose the reporting tool of choice as part of the installer options
  • select the desktop icon or go to programs->loan manager plus to launch
  • contact us with your product questions or to schedule a demo

Contact Us

You may contact us directly by selecting this email link or send us a message through the contact form below.