Automated loan accounting, payment collection & tracking

all in one place.

For Friends & Family

intra family loans don’t have to be awkward

We make loans to family and friends uncomplicated. The Lender and Borrower have total transparency to the loan contract, automated payment posting to the loan ledger, online payment tools, and direct deposits. ZimpleMoney makes tracking loans convenient, reliable and safe.

For businesses

let us help you get back to what matters most.

Are you growing your business by offering sales contracts, loans or extending payments for your best customers? With ZimpleMoney, you can offer best-in-class customer service and free-up more time for yourself and your business.

Not Sure Where you fit in?

zimpleMoney users come from all walks of life.

Our simple, uncomplicated user interface makes tracking a loan with ZimpleMoney easy and secure. Learn more about real ZimpleMoney clients and see where you fit in.

Every Plan Comes With These Manual Features, with the ability to upgrade

Simple online set-up using our Loan Builder Wizard
Customize the loan to fit your needs with seven different loan types
Set-up bi-monthly, monthly, quarterly or annual payments
Travel Companies
Set non-recurring reminders
For manually entered payments, the system applies payments to principal, interest and fees based on your set-up
Edit, modify and adjust payment amounts
Skip payment due dates
Renew loans
Give access to Lenders and Borrowers
Manage loan ledgers and note accounting with ease
Message / chat feature
Journal feature
Estate Planning (track gifted principal)
Download & share tax data/documents
Privacy for Accountants and Bookkeepers
Assign bookkeeper or assistant to manage the accounts
Upload and save photos of equipment, financial reports, UCC filings, Lease Agreement and other documents pertinent to the transaction

Premium Tracker Plans come with These Automated Features

Online Payments
Borrowers manage payments online (login payment, auto-pay or scheduled payment)
Automatic loan accounting applies borrower payments to principal, interest or fees
Notifies all parties when a payment is made
Notifies all parties when a payment clears
Lenders can designate payment deposits on a contract by contract basis
Deposits go to Lender specified accounts
Send one payment and let ZimpleMoney distribute money to multiple lenders
Consistent payment collection and distribution to all Lenders

Pick Your Plan Based On The Number Of Loans You Want To Track

Plans For The Active User

$ 25 Monthly

Unlimited Basic Loan Trackers
Premium Trackers starting at $43/loan plus transaction fees.
Our Plus Plan is designed for a super-user, a business or organization managing loans and loan portfolios. The Plus Plan lets you manage a small or large loan portfolio.

$ 35 Monthly

Unlimited Basic Loan Trackers
Premium Trackers starting at $39/loan plus transaction fees.
Lower your costs even more with the Pro Plan. You can automatically collect payments, manage your borrowers and payers bank and personal data all while saving yourself stress and time.
Merchant application required.

Unlimited Basic Loan Trackers
Premium Tracker features starting at $39/loan plus transaction fees.
Looking for a White-Label Solution? Are you a Private Family Office, Trust Company, Bank, Credit Union, Bank or Enterprise Lender looking for better solution? Reach out to us to find a solution for Loan Accounting and Payment Solution is for you.

Same Powerful Tools and Specialized Plans for the Family User

Free Trial 6 months risk free!

1 Basic Loan Tracker at no cost for up to six months, manual entry.
Premium Tracker with online payments and features are available with the Essential Plan for $159/loan tracker, plus transaction fees.
Our Essential plan is designed for a new member that wants to give the application a try! You can manage one loan contract and test most features.

$ 36 Annually

5 Basic Loan Trackers, manual entry.
Premium Trackers with online payments and features are available on the Family & Friends Plan for $139/loan tracker, plus transaction fees.
Our Family & Friends plan is designed for, well, making loans to family and friends and people we love most. You have access to all our loan and payment tracking products. Businesses and investors might try this level to extend credit, make loans or accept installment payments.

$ 65 Annually

10 Basic Loan Trackers, manual entry.
Premium Trackers with online payments and features are available on the Rich Uncle Plan for $129/loan tracker, plus transaction fees.
Our Rich Uncle plan is designed for consumers, businesses and investors that want to track & make loans or accept installment payments.

If you are the “go-to” person in your family for loans and financial help, then this is the plan for you.

$ 99 Annually

20 Basic Loan Trackers, manual entry.
Premium Trackers with online payments and features are available on the Family Hero Plan for $119/loan tracker, plus transaction fees.
Our Family Hero plan is designed for consumers, businesses and investors that wants to track more than a few loans and track installment payments.

If have a small portfolio of family and friends loans, then this is the plan for you.

Let us help you get the right loan tracker.

ZimpleMoney Users include:

Estate Planning:

Business Asset Transfer Loans
Wealth Transfer Loans
Program Related Investments / Foundation Loan Management
Program Related Investments / Non-Profit Loan Management
Family Trusts
Family Estate
Family Office / Bank

Enterprise Services:

Real Estate:

Land Buyers and Resellers
Owner-Financed Real Property Loan/Portfolio Management
Seller-Financed Loan/Portfolio Management
Rent to own
Real Estate
Rent-to-Own RE Contract Management
Seller Financing
Real Estate Investor Loans

Business:

Estate Planning

Business Asset Transfer Loans
Wealth Transfer Loans
Program Related Investments / Foundation Loan Management
Program Related Investments / Non-Profit Loan Management
Family Trusts
Family Estate
Family Office / Bank

Enterprise Services:

Real Estate:

Land Buyers and Resellers
Owner-Financed Real Property Loan/Portfolio Management
Seller-Financed Loan/Portfolio Management
Rent to own
Real Estate
Rent-to-Own RE Contract Management
Seller Financing
Real Estate Investor Loans

Business:

Business to Consumer Loan
Equipment Dealer Finance
Long Term A/R Management
Seller Financing your business
Seller Financing your products
Memorial Service Finance Contracts
Memorial Service Finance Contracts
Business Brokers
Lease Contract

Independent Auto Dealers:

Retirement Planning:

Other:

Independent Auto Dealers:

Retirement Planning:

Other:

Have another application? Click below to contact us for more information.

Why people choose zimpleMoney

Automated Loan Accounting
Online Payments and Direct Deposits
Accessible to Your Accountant and Bookkeeper
Easy Accessibility for Your Borrowers
Transparent Pricing + No Hidden Fees
Simple Set-Up
Secure User Access
Intuitive User Interface
Month-to-Month Contract
Accessible Reports

Automated loan accounting, payment collection & tracking

all in one place.

For Friends & Family

For businesses

Not Sure Where you fit in?

Every Plan Comes With These Manual Features, with the ability to upgrade

Premium Tracker Plans come with These Automated Features

Pick Your Plan Based On The Number Of Loans You Want To Track

Plans For The Active User

Plus Plan

Pro Plan

Enterprise

Same Powerful Tools and Specialized Plans for the Family User

Essential Plan

Family & Friends Plan

Rich Uncle Plan

Family Hero Plan

Let us help you get the right loan tracker.

ZimpleMoney Users include:

Estate Planning:

Enterprise Services:

Family & Friends:

Real Estate:

Business:

Estate Planning

Enterprise Services:

Real Estate:

Business:

Independent Auto Dealers:

Retirement Planning:

Other:

Independent Auto Dealers:

Retirement Planning:

Friends & Family:

Other:

Why people choose zimpleMoney

Learn More

Ready to Get Zimple?

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Contact

Hours of Service

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Essential
Plan

Family & Friends
Plan

Rich Uncle
Plan

Family Hero
Plan