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Portfolio Debt Manager

A multi-module management system designed by SkiCat Enterprises, Software Development for real estate & property management companies.
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SkiCat Enterprises, LLC, a software development company, has invented a new and revolutionary loan management software solution called Portfolio Debt Manager, portfolioDM. PortfolioDM is a complete loan management system for borrowers that automates loan transactions for variable and fixed rate real estate loans, construction loans, development loans, permanent loans, equipment loans, etc.

The system retains everything regarding your loans – origination and maturity dates, payment attributes, payment changes, interest attributes, interest changes, commitment amounts and attributes, as well as the ability to electronically store loan documents, promissory notes, statements, etc.

You have accurate, instant, up to date loan information at your fingertips 24/7. The system manages both fixed and variable interest rate loans, with indexes such as LIBOR and Prime, downloaded over the internet.

Regardless of the number of loans that you have, one person in your accounting department handles all of the loan transactions, allowing you to focus the rest of the department’s energies in a more profitable direction, saving your company an incredible amount of time and money!

Comparative Finance

Evaluate up to three different financing proposals each consisting of up to three different debt instruments. The system will analyze and report the differences between each proposal including loan commitment, total interest cost, cash flow, weighted average borrowing cost, and debt service coverage ratio. With the depth of reporting of each alternative, it is easy for senior management to arrive at the best financing decision.

ExecutiveDM Portal

Instant access to portfolioDM with your mobile devices for executives on the go! You have access to current project and loan information, loan balances, project debt, current interest rates on your loans, and loan totals by borrower or lender.

Integration

As the system initiates your loan transactions, PortfolioDM creates your loan accounting entries for automatic import into your general ledger, accounts payable, and job cost systems.

Interest Dispute

PortfolioDM will verify each of your lender’s calculations of interest. It manages both fixed and variable interest rate loans, with indexes such as LIBOR and Prime, that is constantly tracked by the system over the internet. If you need to dispute the amount of interest charged by your lender you can quickly and easily generate a dispute letter for your lender showing how the interest was calculated, and requesting them to make an adjustment to their records and rectify their error.

Loan Management Software

A complete loan management system for borrowers that not only automates your loan transactions, but also aggregates your debt by project and portfolio, tracking key real estate performance and risk metrics over time. PortfolioDM automates loan transactions for variable and fixed rate real estate loans, construction loans, development loans, permanent loans, equipment loans, etc. Initiate your payments from within the system and Portfolio DM will calculate the amount and timing of each of your loan payments for monthly, quarterly, semi-annual, and annual payment periods. The system retains everything regarding all of your loans, including the ability to scan in documents for easy retrieval. You will have a wealth of information regarding your entire loan portfolio, which will provide you with a myriad of available reports. PortfolioDM can project forward the loan balances and transactions for each of your loans as well as provide interest budgeting, current portion, and amortization. It also provides you with transaction reports such as Escrow Ledger, Commitment Ledger, and Loan Ledger.

Note Creator

Because portfolioDM retains all of the attributes regarding each of your loans, you can automatically write your own internal notes and the system will service them in the exact fashion as they are written.

Portfolio Management

portfolioDM allows you to link all of your loans to your real estate projects. Then you can build portfolios consisting of your projects. With estimates of project value and project net operating income, you can view how your debt affects your portfolio of real estate and view how it changes over time.

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