Interactive Platform Tour

See PrivyLend in Action

Explore every feature that makes PrivyLend the most comprehensive private lending platform. From automated workflows to AI-powered insights, see how we transform lending operations.

Executive Dashboard

Get a complete overview of your lending operations with real-time metrics, portfolio performance, and actionable insights all in one centralized dashboard.

PrivyLend Dashboard

Portfolio Overview

Live
Q4 2024
Total Portfolio
$127.3M
+12.5% YoY
Active Loans
384
+8 this month
Monthly Revenue
$2.1M
+5.7% vs last month
Default Rate
0.8%
Industry: 2.3%
Portfolio Performance
Interactive chart with trend analysis

Comprehensive Loan Management

Manage your entire loan portfolio from origination to payoff. Track payments, manage complex structures, and automate routine tasks with our advanced loan servicing tools.

Complete Loan Lifecycle

From application to final payment, manage every aspect of the loan journey with automated workflows and intelligent tracking.

Payment Schedule Automation

Automatically generate amortization schedules, track payments, and manage complex loan structures including interest-only and balloon payments.

Risk Assessment Tools

Built-in risk scoring, automated compliance checks, and early warning systems to protect your portfolio.

Loan Management

Active Loans

#LN-2024-0847
Sarah Mitchell - 123 Maple St
Originated: Jan 15, 2024
$425,000
Current
7.25% APR
Performing Residential
Next Payment: Feb 1, 2024
#LN-2024-0846
David Kim - 456 Oak Ave
Originated: Jan 12, 2024
$750,000
30 Days Late
8.50% APR
Late Commercial
Payment Due: Jan 1, 2024
#LN-2024-0845
Jennifer Rodriguez - 789 Pine St
Originated: Jan 10, 2024
$320,000
Current
6.75% APR
Performing Residential
Next Payment: Feb 1, 2024

Borrower Management

Comprehensive borrower profiles with KYC compliance, credit monitoring, and relationship management. Track borrower history, manage documents, and maintain regulatory compliance.

Borrower Profile
SM

Sarah Mitchell

ID: BRW-2024-0847

Approved Prime
Credit Score
785
Annual Income
$125K
Active Loans
2
Total Exposure
$745K
KYC Status ✓ Complete
AML Check ✓ Cleared
Documents 12 Files

Complete KYC & AML Compliance

Automated identity verification, document collection, and regulatory compliance screening with real-time status tracking.

Credit Monitoring & Risk Assessment

Continuous credit monitoring with automated alerts for score changes and risk factor updates.

Relationship Management

Track borrower relationships, communication history, and portfolio performance across multiple loans.

ACH Processing & Payments

Streamlined payment processing with automated ACH transactions, payment schedules, and comprehensive reporting. Reduce manual work and improve cash flow management.

Automated Payment Processing

Set up recurring payments, process one-time transactions, and manage payment schedules with full automation.

NSF & Exception Handling

Automated NSF detection, fee application, and exception processing with comprehensive audit trails.

Comprehensive Reporting

Detailed payment reports, cash flow analysis, and regulatory compliance reporting with export capabilities.

Payment Processing

Payment Dashboard

Processed Today
$2.3M
Pending
$847K
NSF/Returns
$12K
Payment #ACH-2024-0847
$3,240
Payment #ACH-2024-0846
$5,680
Payment #ACH-2024-0845
NSF

Document Management & E-Signatures

Complete document lifecycle management with secure storage, version control, and integrated e-signature workflows. Streamline document processes and maintain compliance.

Document Management

Loan Documents

Loan Agreement.pdf
2.3 MB • Uploaded Jan 15, 2024
Signed
Property Appraisal.pdf
1.8 MB • Uploaded Jan 12, 2024
Reviewed
Insurance Policy.pdf
945 KB • Uploaded Jan 10, 2024
Pending
Total Documents: 28 Storage: 45.2 MB

Secure Document Storage

Enterprise-grade security with encryption, access controls, and audit trails for all document activities.

Integrated E-Signatures

Streamlined signing workflows with DocuSign integration, automated notifications, and completion tracking.

Version Control & Collaboration

Track document versions, manage approvals, and collaborate with team members with full audit history.

User Management & Access Control

Comprehensive user management with role-based access control, multi-factor authentication, and detailed audit logging. Secure your platform with enterprise-grade security features.

Role-Based Access Control

Granular permissions system with customizable roles, feature-level access control, and automated provisioning.

Multi-Factor Authentication

Enhanced security with MFA support, device management, and conditional access policies.

Comprehensive Audit Logging

Detailed activity logs, compliance reporting, and security monitoring with automated alerts.

User Management

Team Members

JD
John Doe
john.doe@company.com
Admin
SM
Sarah Miller
sarah.miller@company.com
Manager
MJ
Mike Johnson
mike.johnson@company.com
Analyst
12
Active Users
5
Roles
98%
MFA Enabled

AI-Ready Features

Built-in AI capabilities and future-ready architecture for intelligent automation, predictive analytics, and advanced decision support systems.

AI Assistant

AI Assistant

Intelligent insights and recommendations

Risk Assessment Complete
Loan #2847 shows low risk profile. Recommend approval with standard terms.
Borrower Insights
Sarah Mitchell shows strong payment history. Consider offering rate incentive.
Market Analysis
Current rates 0.5% below market average. Opportunity for portfolio optimization.

Intelligent Risk Assessment

AI-powered risk scoring with machine learning models that improve over time based on portfolio performance.

Predictive Analytics

Advanced forecasting for payment behavior, default probability, and portfolio optimization recommendations.

Extensible AI Architecture

Built for future AI integrations with modular design, API-first approach, and seamless third-party connections.

Enterprise Security

Bank-grade security with end-to-end encryption, comprehensive compliance tools, and advanced threat protection. Built to meet the highest security standards for financial institutions.

End-to-End Encryption

AES-256 encryption for data at rest and in transit, with secure key management and rotation policies.

Compliance & Regulations

Built-in compliance for SOC 2, GDPR, PCI DSS, and financial regulations with automated reporting.

Threat Detection & Response

Real-time threat monitoring, anomaly detection, and automated incident response capabilities.

Security Dashboard

Security Overview

All Systems Secure
99.9%
Uptime
256-bit
Encryption
0
Security Incidents
SOC 2
Compliant
Data Encryption ✓ Active
MFA Enforcement ✓ Enabled
Audit Logging ✓ Recording
Backup Status ✓ Current

Ready to See PrivyLend in Your Environment?

Experience the platform with your own data in a personalized demo. Our team will show you exactly how PrivyLend can transform your lending operations.

✓ Custom demo with your data     ✓ 1-on-1 consultation     ✓ Implementation roadmap