The Loan Manager System

If you're looking for a system to build and manage your payment schedules, the Loan Manager can help.

People who manage their own money well, know it’s important to have good systems so they can focus on strategy and creating more wealth.

Flexible Payment Schedules

From simple to complex…whether it’s a traditional loan structure, interest only, or a special deal with multiple cash flows at different dates (i.e. a line of credit)…

You’re covered with the Loan Manager.

  • Estimated 5 minutes to register and create your first schedule
  • Unlimited Cash Flow entries
  • Schedule history to quickly recover from mistakes

Payment Tracking

Never worry about missing another payment and falling behind. Manage all your schedules and payments from an easy interface designed with thoughtful input from experienced clients.

  • Key payment information on one screen
  • Schedule details and payment notes one-click away

Document Templates

Some loans require legal documents…even loans to your own business if you want to maintain a good liability shield.

Download these templates and use them over and over again to maintain clear records.

  • 9 pre-configured document templates + extras
  • Add custom fields and edit wording to fit your exact needs

What People Are Saying


"Considering that I haven't yet given this more than an hour at a time of study, I find it quite intuitive."~ Ronica

Peace of Mind

"Thanks for your help, I really appreciate it. Now I can track all my loans with ease and a sense of peace that I don't have to keep it all in my head." ~ Nick


"It really does make managing our system so streamlined."~Tara

Ready to Start?

See for yourself how the Loan Manager can streamline payment schedule design and tracking.

Automated Workflow for Document Templates

Use the automated workflow built into each document template to save time and streamline your editing process.

No need to read through line-by-line every time you need a document...just follow the prompts.

  • Compatible with Microsoft Word (Mac or Windows)
  • Supports custom fields

Note: Requires Microsoft Word (Mac or Windows)

Additional Users

Stop worrying about the bookkeeping. Add your personal assistant, bookkeeper and/or accountant so you can focus on your strategy and enjoy the benefits of a money manager.

  • You stay in control with 3 user-access levels (View Only, Add/Edit, Admin)

Class of students learning.

Learning Center

Specific Audio and Video training on:

  • How to use the Loan Manager
  • What you need to know to build personal and business loans correctly
  • Best practices for loan documentation

Includes diagrams for understanding of how schedules and documents fit together in a business loan.

Data Security

We use standard TLS/SSL encryption (AES128 or 256) to establish a secure connection from your computer to and the server hosting the Loan Manager app.

We also use a variety of programming and server security measures to protect against XSS, CSRF, SQL injection, DDoS and other malicious attacks.

The server hosting the Loan Manager app is automatically backed up every week and backups are kept for 4 weeks.

Payment information is handled through Stripe Checkout or PayPal so your credit/debit card number is never passed through, or stored on our servers.

Ready to Start?

See for yourself how the Loan Manager can streamline payment schedule design and tracking.