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Overview for April 08, 2026

Run Monthly Batch
5
Active Clients
6
Active Loans
$5,575,000
Total Principal
$0.00
Processed This Month
2 awaiting your approval Review ↓
4 pending payments View →
Awaiting Your Approval
Client Loan Type Amount Due Date
William Thornton MTG-2024-007 Mortgage $4,651.04 Apr 01, 2026
Carlos Rivera LOC-2025-003 Line of Credit $2,583.33 Apr 05, 2026
Recent Payments View all →
Client Loan Amount Date Status
William Thornton MTG-2024-007 $4,651.04 Apr 01, 2026 Awaiting Approval
Diana Okafor SBL-2025-011 $5,920.14 Apr 01, 2026 Pending
Carlos Rivera LOC-2025-003 $2,583.33 Apr 05, 2026 Awaiting Approval
Patricia Nakamura SBL-2024-042 $9,902.78 Apr 01, 2026 Pending
James Henderson MGN-2024-015 $807.29 Apr 15, 2026 Pending
James Henderson SBL-2024-001 $4,036.46 Apr 01, 2026 Pending
James Henderson SBL-2024-001 $3,645.83 Mar 01, 2026 Completed
James Henderson MGN-2024-015 $729.17 Mar 15, 2026 Completed
Patricia Nakamura SBL-2024-042 $8,944.44 Mar 01, 2026 Completed
Carlos Rivera LOC-2025-003 $2,333.33 Mar 05, 2026 Completed
Upcoming Payments (Next Month)
Client Loan Type Est. Amount Due
James Henderson SBL-2024-001 Securities-Based Lending $3,906.25 May 01, 2026
James Henderson MGN-2024-015 Margin $781.25 May 15, 2026
Patricia Nakamura SBL-2024-042 Securities-Based Lending $9,583.33 May 01, 2026
Carlos Rivera LOC-2025-003 Line of Credit $2,500.00 May 05, 2026
Diana Okafor SBL-2025-011 Securities-Based Lending $5,729.17 May 01, 2026
William Thornton MTG-2024-007 Mortgage $4,651.04 May 01, 2026
Audit Trail Full log →
Demo Data Seeded Apr 06 08:25
Created 5 clients, 6 loans, 42 payments, $163,656.23 total interest processed
Payment Created Apr 06 08:25
{"principal": 950000, "annual_rate_pct": 5.875, "period_start": "2026-03-01", "period_end": "2026-04-01", "days_in_perio
Payment Created Apr 06 08:25
{"principal": 1250000, "annual_rate_pct": 5.5, "period_start": "2026-03-01", "period_end": "2026-04-01", "days_in_period
Payment Created Apr 06 08:25
{"principal": 500000, "annual_rate_pct": 6.0, "period_start": "2026-03-05", "period_end": "2026-04-05", "days_in_period"
Payment Created Apr 06 08:25
{"principal": 2000000, "annual_rate_pct": 5.75, "period_start": "2026-03-01", "period_end": "2026-04-01", "days_in_perio
Payment Created Apr 06 08:25
{"principal": 125000, "annual_rate_pct": 7.5, "period_start": "2026-03-15", "period_end": "2026-04-15", "days_in_period"
Payment Created Apr 06 08:25
{"principal": 750000, "annual_rate_pct": 6.25, "period_start": "2026-03-01", "period_end": "2026-04-01", "days_in_period
Batch Completed Apr 06 08:25
{"year": 2026, "month": 3, "payments_processed": 6, "total_interest": 25651.03}
Payment Completed Apr 06 08:25
Successfully processed $4651.04
Payment Approved Apr 06 08:25
Approved by Alejandra
Payment Created Apr 06 08:25
{"principal": 950000, "annual_rate_pct": 5.875, "period_start": "2026-02-01", "period_end": "2026-03-01", "days_in_perio
Payment Completed Apr 06 08:25
Successfully processed $5347.22
Payment Created Apr 06 08:25
{"principal": 1250000, "annual_rate_pct": 5.5, "period_start": "2026-02-01", "period_end": "2026-03-01", "days_in_period
Payment Completed Apr 06 08:25
Successfully processed $2333.33
Payment Approved Apr 06 08:25
Approved by Alejandra