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Loan Dashboard
See active, pending, inactive, and end-of-deal loans from a centralized dashboard built for daily use.
Lending Management Simplified
Private lending is easier when every loan is organized.
Lendtrak helps private lenders manage borrowers, loans, payments, notes, documents, photos, and loan status from one simple dashboard instead of scattered spreadsheets and folders.
✓ Borrower tracking
✓ Payment visibility
✓ Notes & documents
Lendtrak Dashboard
ACTIVE LOANS
24
MONTHLY PAYMENTS
$18,450
NEEDS REVIEW
3
106 Alta Vista
Payment posted · Active
Current
641 Dale Avenue
Payment received · Pending post
Review
208 Taft Street
Over 30 days since payment
Follow up
Stop hunting through spreadsheets, folders, emails, and notes.
Lendtrak is designed around the way private lenders actually manage loans: by borrower, property, payment status, documents, notes, and follow-up activity.
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Payment Tracking
Track monthly payments, posted status, payment history, and loans that need attention before they fall through the cracks.
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Borrower Management
Keep borrower details, related loans, notes, documents, and supporting information connected in one clean record.
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Loan Notes
Record calls, updates, reminders, and important context so you always know what happened and when.
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Documents & Photos
Attach loan documents, property photos, agreements, and supporting files directly to the loan record.
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Multi-User Access
Support admin and user access for teams that need visibility while keeping information organized by account.
A better workflow for private lending
Know what is active, what is paid, and what needs follow-up.
Lendtrak turns scattered loan information into a system you can review quickly, update consistently, and trust when making decisions.
✓
Filter by loan status
Quickly focus on active loans, pending loans, inactive deals, or deals waiting on return of principal.
✓
See payment health at a glance
Visual status indicators help you identify current, pending, and overdue loans faster.
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Keep deal details connected
Borrowers, loans, payments, notes, photos, and documents stay attached to the correct record.
1
Add the borrower
Create a borrower profile and keep related loans organized under that borrower.
2
Create the loan record
Track loan type, status, monthly payment, key dates, and deal-specific information.
3
Post payments and updates
Log payments, mark them posted, add notes, and attach documents or photos as the loan progresses.
4
Review your dashboard
Use your dashboard to see what is current, what is pending, and what needs your attention.
Now accepting private lender beta testers.
Lendtrak is currently looking for feedback from private lenders who want a simpler way to manage loan activity, borrower records, and payment visibility.
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Built from real lender workflows
The beta is focused on practical day-to-day loan tracking, not unnecessary complexity.
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Your feedback shapes the product
Beta testers can help improve reports, dashboard flow, lender terminology, and future features.
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Early adopter pricing
Beta participants may receive discounted pricing when Lendtrak officially launches.
Beta testers get early access and the opportunity to help shape Lendtrak before launch.
Ready to simplify your lending management?
Request beta access and see whether Lendtrak is a good fit for your private lending workflow.
Request Beta Access