Fintech / lending
A loan-tracking SaaS MVP with automated KPI reporting
Replaced spreadsheets with a web app that tracks loans, updates portfolio KPIs in real time and sends payment reminders automatically.
- Client
- Loantrackr
- India · 2025
- Portfolio KPIs
- Real-time
- Portfolio KPIs
- Payment reminders
- Automated
- Payment reminders
- Training needed for the team
- 0
- Training needed for the team
The challenge
Where they were stuck
Loan tracking was done by hand in spreadsheets: missed follow-ups, no visibility into portfolio health, and a process that was slow, error-prone and impossible to scale beyond a handful of clients.
What we did
The solution we built
We built a clean web application with automated KPI reporting that updates as repayments are recorded, plus a notification engine that sends payment reminders without anyone lifting a finger.
The dashboard was designed so anyone on the team could use it on day one, with no training and no manual reconciliation.
The outcome
What changed
- A working SaaS product ready for lending businesses that still run on spreadsheets.
- Manual tracking eliminated entirely, with loan managers seeing the whole portfolio from one screen.
- A foundation the client can extend with new products and integrations.
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Tell us where you are stuck. We will tell you what it would take, what it would cost and when it could ship.
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