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Margill Loan Manager
software has greatly improved the efficiency and organization
of our Local Producer Loan Program. Margill is a vast improvement
from our former technology, and we are grateful to have
it.
Whole Foods
Market, Inc.
Margill Loan Manager
has really made my life so much easier. I used to do all
the calculation manually for each loan every month! The
program also caught several errors I was making. I was charging
the clients less than I should have been. I corrected that
right away and saved myself thousands of dollars.
George M.
Mortgage Specialist
This
software is like no other. It can change the amounts, dates
of installments and everything is done quickly. This is
an excellent program which I highly recommend!
Alain Direz,
France
More
testimonials...
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Margill Loan Manager Typical Clients:
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Some
of our clients...
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- Personal
and corporate Loan companies
- Development
agencies
- Microfinance
organizations
- Governments
- Franchisers
- Law
firms
- Accountants
- Manufacturers
- Public
companies
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Basics
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Windows based / Citrix
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Network or Single User
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Manage from 10 to 5000 loans
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The Math
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Simple Interest
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Compound Interest
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Fixed Interest Rate
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Variable Interest Rates
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Multiple Compounding Periods
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Multiple Payment Frequencies and Irregular
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Regular or Irregular First Payment Date
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Multiple Day Counts
(Actual/Actual, Actual/365, Actual/360, 30/360)
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Short & Long Periods
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Help
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Full User Guide
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Borrower and Creditor
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Client Database
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Creditor Database
(including Multi-Lender)
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International and Standards
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Multi-Currency
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Truth-in-Lending Act (USA)
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Canadian Regulations
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European Regulations
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Standard Interest Calculation Methodology
(for most jurisdictions in the world)
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English & French Versions
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Amortization Table
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Custom Payment Plans
(Regular, Irregular, Principal and Interest,
Interest-only, Fixed Principal, Lump Sum, Combinationof
these, Rate-Adjusted Payments, Recomputation of Payments,
Interest Rate Changes)
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Additional Principal (Advance) to an Existing
Loan
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Fees, Penalties, Insurance, Taxes
(Add others and name as desired)
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Interest or No Interest on Added Principal,
Fees, Penalties, Insurance and Taxes
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Custom Payment Types
(Adapt the payment types to your exact needs
(Example: Paid Visa, Paid Check, Admin Fees, etc.)
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Irregular Payments Management
(Unpaid, Partial, Late)
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Customize
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Custom Fields (Unlimited)
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Custom Scroll Menus
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Custom Dashboard (Main Window)
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Custom Payment Types
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Custom Reports
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Tools
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Payment Update Tool
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Record Sorting and Search
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Record Notes
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Record Notes on Individual Payment Lines
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History (Log) of Changes
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Alerts (Agenda, Follow-ups)
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Attach Files to a Record
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User Privilege Levels
(Administrator, User, Draft User, Read-only, Access to own
Records only)
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Reporting
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Contracts, Letters, Invoices, Statements
(Custom Merges with your Word Documents)
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Custom Reports (225+ fields)
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Standard Reports
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Detailed payment schedules
(Including Quarterly, Yearly, Fiscal Year-end
Totals)
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Monthly, Quarterly, Yearly Reports
(or Between any Dates)
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Current Balances
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Repayment Ratio
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APR, APY
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Detailed Accounting Data (see below)
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Accounting
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Export Debits and Credits to your General
Ledger
QuickBooks Pro, Simply Accounting Pro, Acomba,
CSV, TXT, Excel
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Over 25 accounting fields:
Interest Accrued and Paid, Paid Principal,
Outstanding Amounts, Principal Balance, Due Interest,
etc.
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Export to your GL as Lender or as Borrower
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