Margill Loan Manager Overview - Finance Software for ...

Margill Loan Manager 5.0

OVERVIEW OF MAIN WINDOWS AND FEATURES

on

Cloud / SAAS

Clients

Margill clients are located in over 38 countries

Our typical clients:

Private lenders

Governments / Economic Development Agencies

Private and Publicly-traded companies

Banks Accountants Associations Law firms Lease companies

Partial list of clients

clients-en.htm

Testimonials

about/margill-client-testimonials-en.htm

Loan types:

o Personal, Business, Inter-company, Employee/Shareholder, Auto, Student, Mortgages, Bridge, Construction, Factoring

o Development loans (Corporate Community, Rural, Native and Energy Efficiency)

o Legal (Judgment collection, Collection, Tax loans, Litigation loans)

o Leases

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Contents

Main window

Sort / Search / Global changes / Record Highlight

Import your existing data

Record window

Data Compute / Results Table

Creditor Credit Report

Fees / Tax / Insurance (Escrow) Module APR, Advanced

Posting payments

Batch: Import new payments / post expected payments

Electronic Funds Transfer (ACH, Credit card)

Alerts and automatic Emails to Borrowers

Reporting

Custom reports

Merge tool to create documents and bulk email / Investor statements

Mathematical Equations

Advanced Queries

Web interface for Borrowers and Creditors

Software customization (by the user)

Custom fields

Custom pull-down menus

Custom payment types

Global database changes

Other distinctive features

Some of our users...

Demo available

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Import your existing data in minutes

Import Loans, Payment history, Borrowers, Creditors and Employers o Using an Excel sheet

with headers and your data, import to Margill in seconds.

? Simply indicate what each Excel column corresponds to in Margill...

o Import regular and irregular payments with Excel sheets

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Main Window

o See all your loans in the Main window

o Display records according to certain criteria including custom fields

o Sort records as you wish o Display according to your

preferences from over 900 fields (name, email, loan type, loan amount, dates, balances, ageing, payment ratio, etc.) o Customize the column titles displayed o Even add color to each loan to emphasize specific needs or problems o Send emails in bulk (right mouse click) o For larger databases, use the powerful Search engine to display only the desired records

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