Private loan tracking features

See how FolioPact brings borrowers, agreements, repayments, statements and lender accounts together in one workspace.

Practise with fictional data. Approved owner pilots can save live financial records.
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Borrower and loan tracking

Keep a single record for each borrower, track each agreement on its own terms and see what is outstanding on a chosen date.

Record what came in, review how it applies to interest and principal, and follow due dates and borrower credit.

Review dated ledger entries and scoped statements, and follow the record of a correction back to the original transaction.

Prepare your spreadsheet, agree a cutover date and review opening balances before you start recording new activity.

Keep the lender on each agreement clear, and identify the bank or cash account used for each movement.