Loan Management Dashboard

Portfolio health, repayment risk, and team activity in one view.

Total portfolio $18.4M +8.2% from last cycle
Active loans 1,286 +34 new this week
Overdue balance $624K +2.4% risk drift
Collection rate 94.7% +1.1% recovery efficiency

Loan Pipeline

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Application
438
Underwriting
291
Offer Sent
236
Funded
171

Borrower Accounts

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Borrower Loan ID Amount Next Due Status Risk Score
Harbor Retail LLC #LN-48301 $320,000 Jun 08 Current A-
Silverline Logistics #LN-48322 $1,120,000 Jun 05 In Review B
Maple Dental Group #LN-48334 $460,000 Jun 01 Overdue C+
Northwind Fabrication #LN-48341 $780,000 Jun 10 Current A
Olive Branch Foods #LN-48347 $210,000 Jun 03 In Review B-

Risk Exposure

Details
  • Low risk 42%
  • Moderate 27%
  • Elevated 17%
  • Critical 14%

Team Activity

Open queue

Aria approved restructure for #LN-48182

11 minutes ago

Payment reminder batch sent to 63 borrowers

37 minutes ago

Auto-flag raised for 4 accounts with missed ACH

1 hour ago