The loan and debt tracker — amortization, debt-service coverage, maturities and lender packages.
You govern LoanIQ rather than produce it. You decide who can open it, at what level, and keep accounts and permissions correct.
Focus on the access, tiers, and account sections. The analytical detail is context, not your daily work.
LoanIQ is the debt-management app: it tracks loans and debt across the book — schedules, coverage, maturities and lender materials.
| Role | What they do here |
|---|---|
| LoanIQ administrator | Access, entitlement, roles & rights |
| Debt / portfolio manager | Cost, maturities, refinance, prepayment |
| Credit analyst | Covenants, prepayment scenarios, carry |
| Executive / viewer | Reads the book at a glance |
Each role has its own step-by-step handbook in this library — this is the product overview that ties them together.
Access and rights are set per the LoanIQ Administrator handbook — administrators entitle portfolio managers, credit analysts and executive viewers to the debt book.
A managed debt book — coverage, maturities and lender-ready materials.