Loan Management System

by Plumbline Consulting LLC

Improve financial management by tracking, analyzing, and controlling loans

Improve financial management by tracking, analyzing, and controlling loans

Loan Management System (LMS) simplifies the process of entering, tracking, viewing, and editing loan information. Create loan amortization schedules, make loan payments, receive loan payments all inside of Microsoft 365 - Finance & Operations. This digital platform helps automate and streamline every stage of the loan lifecycle, from application to closing.


  • Track Loans from the Application Process through Payoff
  • Amortization Schedules
  • Multiple Loan types to select from including creating custom types
  • Supports Loan Payables or Receivables
  • Integrates with General Ledger, Accounts Payable, and Accounts Receivable

Speed, productivity, and efficiency on many levels, LMS optimizes profitability but also saves time and money. In addition, it is a well-placed investment to improve and increase the working conditions of any team and the overall performance of the business.

Manage loans more effectively

  • LMS is an integrated system that allows you to accrue interest, make or receive payments and manage the entire loan portfolio from within Microsoft Dynamics 365 - Finance and Operations.

Put your information to work

  • LMS will generate amortization schedules automatically, allocate payments between principal and interest, and print checks, payment receipts, or statements inside of Microsoft Dynamics 365 - Finance and Operations.
  • Assess fees for late payment or write off balances, as necessary.

Easy Loan Ledger Setup

  • Quickly and easily enter loan information and select how each will integrate with General Ledger, Accounts Payables and Receivables. You determine if data posts automatically or after your review.
  • Automatically updates General Ledger with loan information and other loan transactions. Loans Payable create Purchase Invoices to vendors. Loans Receivable can create invoices to send to clients.

Loan Maintenance

  • Monitor comprehensive information about loans including Borrower, Guarantor, Interest Rates, Terms, Approvals, Charges, Amortization Schedules and much more.

Loan Review

  • View and analyze loan information using inquiry screens or reports.

Reporting Capabilities

  • Review loans with an array of different reports such as Payment Schedule, Payment Receipt, Loan Trial Balance, Interest Received, Cash Projection, Statements and many more.
  • Generate custom reports and share with stakeholders and high-level management to increase visibility.
  • Automate a wide range of accounting tasks, from invoicing and reporting to maintaining financial documents.

At a glance