Loan management solution
A loan management solution, not just loan software
Software alone does not run a loan book. LoanTabs is a loan management solution: cloud software for the whole loan lifecycle, tools to bring your existing loans across, staff documentation, human support, and custom implementation when you need more.
30-day free trial, no credit card required. Last updated .
What is a loan management solution?
A loan management solution is loan management software plus everything a lender needs to use it well: configuration, data migration, documentation and support. LoanTabs is a loan management solution. It combines cloud software for the loan lifecycle, tools to import your existing loans, staff guides and human support, with custom implementation for SACCOs and complex needs.
The difference is practical. Buying software gives you a login. A solution gets you to a working loan book: your products configured, your existing loans imported, your staff able to use it, and someone to ask when something is unclear.
When lenders compare products, the software features are usually easy to check, and the surrounding support is where the real differences show up. This page sets out what surrounds the LoanTabs software so you can weigh it.
The parts of the LoanTabs solution
Each part is described on its own page or in the documentation.
What implementing a loan management solution looks like
Timelines depend on how much you have to bring across, so we do not promise a fixed number of days.
- Step 1
Book a demo or start a trial
See the system on realistic data, or start the 30-day free trial and explore it yourself.
- Step 2
Configure
Set up branches, staff roles, loan products, fees and approval rules to match how you actually lend.
- Step 3
Migrate
Import your borrowers, loans and payments, check the validation report, and reconcile a sample against your existing records.
- Step 4
Go live and review
Record new loans and repayments in LoanTabs, run the reports, and adjust products or roles as you learn.
Software only vs a loan management solution
| Software only | Loan management solution (LoanTabs) | |
|---|---|---|
| Configuration | You work out the settings alone | Guides for each setting; custom setup on the Custom plan |
| Existing loans | Re-key everything by hand | Excel and CSV import with a starter template and validation |
| Learning the system | Trial and error | Twelve staff guides in the documentation |
| When something is unclear | A ticket queue, maybe | Email and phone or WhatsApp; priority support on Corporate and Enterprise |
| Needs beyond the standard product | Not available | Custom implementation on the Custom plan |
Which LoanTabs plan fits your solution?
Pro suits an independent lender or loan officer: one branch and one user seat. Corporate suits a small team: one branch, five seats and priority support. Enterprise suits a multi-branch institution: up to 10 branches and unlimited seats. The Custom plan is for institutions that need SACCO governance, payroll or custom workflows built for them, with professional services setup.
The pricing page has the details, including monthly and annual prices. If you are unsure which plan you need, the small business page and the microfinance page describe the two most common starting points.
Loan management solution: common questions
What is the difference between loan management software and a loan management solution?
Loan management software is the product. A loan management solution is the product plus the setup, migration, documentation and support around it. LoanTabs provides both.
Will you help me move my loans from Excel?
LoanTabs provides a free Excel starter template and a CSV import, with a validation report to catch errors. Custom setup and customization are part of the Custom plan's professional services; ask sales what is included.
What support do LoanTabs customers get?
You can reach the team by email and by phone or WhatsApp. Corporate and Enterprise plans include priority support. Twelve staff guides are also published in the documentation.
Can LoanTabs be customized for a SACCO?
Yes. SACCO member savings, share capital, dividends, AGM records, group lending and payroll are delivered as custom implementations on the Custom plan. Contact sales to scope what your institution needs.
Is there a free trial of the solution?
Yes. Every plan starts with a 30-day free trial with full access and no credit card required.
Keep exploring
- Loan management softwareThe LoanTabs overview: what it does, who it is for and what it costs.
- Online loan management systemRun your loan book from any browser, with nothing to install.
- Loan software guideThe types of loan software, what each does and how to choose.
- Lending software and lending management systemsWhat a lending management system covers, end to end.
- Loan management software for small businessBuilt for small lenders: quick setup, small-team workflow, simple pricing.
- Online loan application softwareTake and process loan applications online, from intake to disbursement.
- Loan origination and servicingApplications, approvals, disbursement, repayments and statements.
- Loan accounting softwareDouble-entry ledger posted from every loan and payment.
Talk through your loan management solution
Book a demo to see LoanTabs on realistic data, or start a free trial and import your own loans.