Peer to Peer Lending
Lend and Invest
Investor Portal
- Brand the end-user Investor to represent your business
- Investor Registration form
- Investor Identity Checks
- Investors can Deposit and withdraw money either by card or bank transfer
- Invest on the market based on interest rate, duration and minimum investment amount
- View investor portfolio to know how much money is on the market, money mapped to loans, cancel from market etc
- Upto date investor balance sheet
- View and download contracts
- Re-Investment options
- Update account and marketing preferences
Investor Allocation
- Configure the investment settings for each loan products
- System can automatically allocate the investor based on the product investment settings and investor market
- System will choose the investors from high, medium or low risk categories
- Manually allocate the investors to each loan
- Send the necessary comms to investor when a loan is mapped
- Investor is allocated based on interest rate offered, minimum amount, duration and the investor category
Investor Management
- Create and manage the investor from Investor Dashboard via CRM
- Track the investors
- Deposit, withdraw, invest on behalf of investors
- Allocate the loan products
- Assign the investors to high, low or medium risk categories
- Review investor registrations and approve
- Payout the interest
- Send the contracts and comms to investor via workflows
- View the loans mapped to each investor
