Your team. One system.
When multiple people manage loans, consistency matters. Accorda gives your team a shared dashboard, standardized workflows, and a single source of truth — so nothing falls through the cracks.
Teams outgrow spreadsheets fast
When it's just you, a spreadsheet works. When others get involved, things start breaking.
See the whole portfolio at a glance
Your dashboard shows every loan across the team: active count, outstanding principal, payments collected, interest earned, and which borrowers need attention. No more asking around for updates.
- Active loans, pending offers, and late borrowers in one view
- Interest earned and payments collected (YTD / MTD)
- Outstanding principal balance across all loans
- Upcoming payments due in the next 30 days
- Completion rate and portfolio health metrics
Same workflow. Every loan. Every team member.
No more "how did you set up that last loan?" Everyone follows the same three steps.
Structured form: principal, APR, frequency, term. Accorda auto-calculates the schedule. Same format every time.
Borrower sees the terms, payment schedule, and due dates. They accept or decline. Both sides have the same reference.
Everyone on the team sees the same dashboard. Who's current, who's late, what's coming due — no status meeting needed.
Every loan. One list. Instantly searchable.
As your team's loan volume grows, searchable lists beat inbox archaeology. Filter by status, sort by date, and click into any loan for the full picture.
- Filter loans by status: Active, Pending, Late, Completed
- Sort by principal, APR, borrower, or creation date
- Click into any loan for full details and timeline
- Status lifecycle visible at a glance for every loan
Built for how teams actually work
Accorda isn't just for solo lenders. These features matter when more than one person is involved.
- Structured offer flow eliminates ad-hoc formats
- Auto-calculated amortization or interest-only schedules
- PDF agreements with identical formatting
- Every loan follows the same lifecycle
- Full timeline: sent, accepted, funded, payments logged
- Every status change recorded with timestamps
- Downloadable PDF agreements for your files
- Payment history with principal and interest breakdown
- Borrowers check their own balance and schedule
- You choose who gets portal access — per loan
- Fewer "what do I owe?" messages to your team
- Professional experience builds accountability
- Business plan includes 75 credits / month
- Loans under $500 are always free
- Dashboard performance stays fast at any volume
- Export-ready data for reporting and compliance
A calm borrower reduces your team's workload
When borrowers have their own portal, they stop messaging your team for updates. They can see the terms, schedule, and what's been paid — anytime, from any device.
- Borrower sees terms, payment schedule, and status
- Clear view of what's been paid and what's next
- No app download — works in any browser
- Professional experience your team can stand behind
Anyone on the team can get up to speed in seconds
Every loan detail page has the full picture: terms, funding status, payment schedule, payment history, and the agreement itself. When someone asks "what's going on with that loan?" — the answer is one click away.
- Principal and interest breakdown per payment
- Status lifecycle: Sent → Accepted → Active → Paid
- Full timeline of every action taken
- PDF agreement available on demand
Plans that grow with your team
Start free. Scale when volume demands it.
- Create and send loan offers
- Borrower portal access
- Payment schedule generation
- Dashboard and tracking
- Everything in Free
- 10 credits / month
- Faster offer creation
- Priority improvements
- Everything in Pro
- 75 credits / month
- Team workflows & audit trail
- Advanced reporting & exports
- Standardizes loan documentation across your team
- Tracks repayment status for every active loan
- Gives your team shared visibility into the portfolio
- Provides borrowers with a self-service portal
- Keeps clean records for audits and compliance
- —Move, hold, or process money
- —Access bank accounts or financial data
- —Perform credit checks or underwriting
- —Charge borrowers any fees
- —Replace legal counsel for regulated lending
Give your team a system that scales
Start with a free account. Your whole team can be up and running with Accorda in under five minutes.