ZimpleMoney

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Our Loan Self-Servicing Platform

A snapshot of zimpleMoney Loan Management Software features

Create A New loan Contract in ZimpleMoney

With ZimpleMoney’s integrated loan management platform, loan self-servicing has never been easier.
  • easily create new loan contracts
  • set loan terms & borrower fees
  • Add Borrower messaging & reminders
  • add co-lenders for loan payments
  • add account to receive payments

set up one-time, recurring & ACH fees

Configure fees to your needs! Our platform enables customizable fee types and structures for each loan.

  • Go to "fees And Advanced Settings"
  • Add one-time and/or recurring fees
  • Set fee label & dollar amount
  • Fees Auto Applied To borrower Payments
  • enable ACH Processing fees as desired
  • fees are tracked in loan's digital ledger
  • Choose How & When To Charge Fees
  • enable Multiple Borrower Fee Structures

add co-lenders with different yield terms

Working with co-lenders? No problem! Add them to your loan and even specify their yield.

  • In Loan Setup, Click "add a co-lender"
  • add as many co-lenders as needed
  • select "different terms/rate" option
  • co-lender yields Are Blank by default
  • Primary Lender (You) Enters Co-Lender Rate
  • Entering Co-Lender Rate Auto-Adjusts Split
  • yield distributions are Auto Updated

ZimpleMoney provides a personalized solution to track and manage your note investing business.

Learn More

add a self-directed iRA account

Lending from a self-directed Individual Retirement Account (IRA) or 401(k) to increase retirement income? ZimpleMoney enables payments to your custodial account.
  • add new linked account to profile
  • Select your IRA / 401(k) Custodian
  • enter direct trust company data
  • Configure Deposit Type In Addenda

manually add payments to your loan ledger

Receiving payments outside of ZimpleMoney? Easily add cash, PayPal, Zelle, and other payments to your loan ledger.

  • automated ledger For Each Loan
  • Add Outside Payments to Ledger
  • Select "Ledger" Tab on Loan Page
  • Click "Manual Entry" Link​
  • Add External Payments to Ledger

Set Up & Track Escrow Payments

We’ve made escrow payment tracking simple! Our newly released solution allows you to track escrow payments as unique disbursements per loan.

  • Connect Your Escrow Account
  • Set Up Recurring Escrow Fees
  • Direct Escrow Payments to Account
  • Track Escrow Payments in Ledger

1-Month free trial on all plans

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