Free checklist · Lending
The loan management system checklist.
Check whether your loan management system covers what a Hong Kong money lender needs, from the first application to the last repayment. Built from the lending systems we run for five Hong Kong lenders.- 01Eight areas a lending system has to cover, each as a short checklist.
- 02Where manual work and compliance risk usually hide.
- 03What groups with several lending companies need on top.
- 04Five questions to ask any loan software vendor.
- Money lenders
- Lending groups
- SME and consumer finance
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Eight areas of loan management software.
- Applications and borrower onboardingOnline application or borrower portal, with document upload.
- Credit assessmentIncome, bank statement and employment checks kept in one file.
- Loan agreements and disbursementAgreements generated from the approved terms.
- Repayments and loan servicingRepayment schedules calculated automatically.
- CollectionsOverdue loans grouped by days past due.
- ReportingA daily portfolio summary: outstanding, overdue and collected.
- Security and auditRole-based access for each team and each company.
- Groups with several lending companiesOne borrower view across companies, with permissions on what each company sees.