AXLR8 Loan Matrix feature list

• Enter Borrowers, brokers, investors, introducers, referrers
• Onboarding
• Associate professionals (accountants, lawyers, surveyors, valuers, etc.)
• Add credentials for your panel of professionals (number of partners, professional registrations, etc.) 
• Vetting, KYC, MLA, PEP, profiling, etc.
• Set up Loans
• Security details
• Calculate loan parameters
• Assess Loan viability LTV, Net and gross 
• Calculate arrangement fees and broker commission as well as introducer fees
• Autogenerate documents (including Indicative terms, Decision in Principle, investment memoranda, statements.)
• Manage Investor accounts, preferences and compliance checking cycles
• Manage and track Investments
• Build and manage Investment pools and vehicles and their funding sources and preferences
• Manage Loans
• Loan changes such as
  • Early redemption
  • Investors replacements during the course of the Bridging loan
  • Interest rate changes
  • New loans
  • Extensions
  • Fees
  • Payments
  • Bank reconciliations
• Invoicing
• Ledgers and transaction recording
• Reporting
• Customisability

The AXLR8 Loan Matrix V2 will be launching in September 2019.