PLATMETRIX
Operator Platform

LoanIQ — Analyst

The loan and debt tracker — amortization, debt-service coverage, maturities and lender packages.

User Handbook
For your role

For the Analyst

You produce the work behind LoanIQ. You gather and verify inputs, run the analysis, and prepare what everyone else relies on.

Where to focus

Live in the data, methodology, and “what’s inside” sections — you own their accuracy. You can move quickly past the access-and-billing material.

Section 01

What it is

LoanIQ is the debt-management app: it tracks loans and debt across the book — schedules, coverage, maturities and lender materials.

Section 02

Who uses it

RoleWhat they do here
LoanIQ administratorAccess, entitlement, roles & rights
Debt / portfolio managerCost, maturities, refinance, prepayment
Credit analystCovenants, prepayment scenarios, carry
Executive / viewerReads the book at a glance
Role handbooks

Each role has its own step-by-step handbook in this library — this is the product overview that ties them together.

Section 03

Key areas

Section 04

Access & rights

Access and rights are set per the LoanIQ Administrator handbook — administrators entitle portfolio managers, credit analysts and executive viewers to the debt book.

Section 05

Outputs

The output

A managed debt book — coverage, maturities and lender-ready materials.

PLATMETRIX · LoanIQ User Handbook · Console reflects seed data; your live screens show your own accounts.