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Your lending portfolio
A clear view of active loans, repayments, and property collateral.
Portfolio total includes every listed loan
The total updates automatically when a loan is added, including all four Matt-related loans.
Total outstanding◈
$0
All listed loans
Actual funds advanced↓
$0
Principal advanced remaining after repayments
Waldo balance dueCurrent
$0
Calculated from live loan records
Matt-related loans↗
$0
Calculated from live loan records
Loan accountsIncluded
0
Every listed balance is counted
Loan accounts
View all →| Borrower / note | Principal advanced | Loan Amount | Last payment | Status |
|---|
Recent activity
All activity →Recent activity appears after an authorized sign-in.
To review
Open list →Refresh older borrower balancesPortfolio reconciliation
OpenPortfolio records
Loans
Principal, maturity, payment history, collateral, and property compliance at a glance.
All loans
All balances included| Borrower / note | Net funds invested | Loan Amount | Last payment | Status |
|---|
Loan compliance
Saved automaticallyTrack the lender’s title policy, hazard insurance, and real-estate taxes for every loan.
| Borrower / loan | Loan policy | Hazard insurance | Property taxes |
|---|
Cash flow
Payments
Track principal, interest, and upcoming due dates.
Record a payment
Payment history
| Date | Borrower / loan | Type | Amount | Note |
|---|
No payment entries yet.
Property operations
Rental properties
Track rent charges, tenant payments, tenant balances, expenses, income statements, and cash flow by property.
Rental properties
Current month
0 properties
Rental balance ledger
Current period
| Date | Property | Description | Rent charged | Rent collected | Tenant balance due | Cash paid out | Cash balance |
|---|
Rental properties
Current month
0 properties
Security
Collateral
Property, lien position, valuation, and insurance status.
Collateral register
Collateral details are not loaded into this prototype. Add a property record from a loan file to begin.
Loan files
Documents
Upload, open, and organize loan files in Lending Desk cloud storage.
Upload a document
Stored with this siteCloud document library
| Document | Type | Size | Uploaded | Actions |
|---|---|---|---|---|
| Loading documents… | ||||
Previously uploaded loan files
Google DriveAdministrator
Manage users
Invite people by email and control their access to the Lending Desk.
Add a user
Authorized users
| Role | Status | Added | Actions | |
|---|---|---|---|---|
| Loading users… | ||||
Sign-in and passwords
Lending Desk uses ChatGPT sign-in and does not store passwords. Users reset their password through their ChatGPT account sign-in page. Deactivating a user here blocks access to Lending Desk.
Portfolio reporting
Reports
Review current exposure and export a reconciled portfolio summary.
Portfolio summary
Every listed loan is included
The dashboard total is calculated from the current loan list, including all four Matt-related loans.
Intake
New loan
Create a loan record, then attach terms, collateral, and required documents.
Loan details
Enter the opening note balance and amounts withheld at closing. The app calculates net cash funded and starts the loan ledger.
Balance details
Loan breakdown
Loans included in this dashboard figure.
Included loans
0 loans| Borrower / loan | Loan Amount |
|---|---|
| Total | $0 |