Loan Management Portal for a Private Lender
D&Z Loan Portal (private lending group)
What they do
Small lending firm managing personal and business loans. Handles 9 different loan products, disbursements, repayment tracking, and compliance reporting.
The problem
Loan data scattered across 9 separate Google Sheets. No single source of truth. Clients had no self-service way to see their loan status. Red flags required manual spreadsheet review every morning.
What we built
Role-based Loan Portal
Clients log in (NextAuth), see loan details, payment history, upcoming due dates, pay online via Stripe.
Admin Dashboard
Staff view all clients, all loans, filter by status, export reports.
Daily Red-Flag Cron
Automated alerts for approaching due dates, overdue accounts, and compliance issues.
9 Google Sheets Integration
Direct read-write sync to existing sheets data model. No manual copy/paste.
Outcome
Clients self-serve instead of calling. Staff spend zero time on spreadsheet hygiene. Red flags surface automatically. Loan portfolio visibility went from 'I hope I didn't miss anything' to 'system tells me what I missed.'
Engagement model
Full Stack Build ($25k) + 6-month retainer ($3k/mo).
Tech stack
- Next.js 16
- Supabase
- NextAuth v5
- Google Sheets API
- Stripe
Live URLs
Ready to stop wasting time on Wix and spreadsheets?
Let's talk. Book a 30-minute discovery call. We'll sketch scope, timeline, and ballpark cost. No obligation. No sales pitch.