View and manage your loan portfolio in one central location. Export or import 3rd party loan data for seamless integration with other lending products.
Smart document storage
Securely store, view and download the documents associated with each loan. No need for any 3rd party solutions or external storage integrations.
View the activity history of your customers as they move through your application funnel, get approved, and make payments in your portal.
Collect loan payments automatically. PayPlan supports credit card and ACH capability out of the box. Integrate custom payments if needed.
Custom Attribute Tagging
Make categorizing, searching and integrating loans easier by creating custom attributes and assigning them to your loans.
Communication & Notifications
Initiate manual or automatic notifications and emails to your customers directly through an administration interface
Banks and Financial Institutions
PayPlan's integration with banks and financial institutions allows you to always be fully aware of your customer's account health. Automatically verify income, assets employment, balance, payments history and more.
Automatically debit your customers monthly payments using ACH or credit card payments. PayPlan's payment intelligence also allows you to automatically retry payments until funds are available.
Automatic Payment Optimization
Automatically optimize payment dates through PayPlan's payment intelligence. With payment intelligence, you can create rules to define payment dates that will lead to the best chance of success. The platform will handle the rest.
Build a loan management system that will transform your business with PayPlan