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Notes |Add Note

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  • Investment limit for Client Z is $80,000.00
  • Another note I've just added

Messages (3)

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  • 25 Apr 18:45

    Your approved Accountants Certificate Template will expire in 30 days. Please have a new certificate signed and uploaded for approval.

  • 17 Apr 12:16

    You adjusted a bid on listing A032083 made by uatmaster6 for an amount of $1100.00 at 14.50%.

  • 01 Mar 16:03

    The member login details that were entered are incorrect.

  • View all messages

Diversification

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Select display Pie Bar

  • Student Loan 4.25%
  • Vehicle Loan 25.25%
  • Wedding Loan 6.25%
  • Debt Consolidation 49.25%
  • Holiday Loan 4.25%
  • Home Improvement 9.25%
  • Family and Friends 3.50%
  • Student Loan 4.25%
  • Vehicle Loan 25.25%
  • Wedding Loan 6.25%
  • Debt Consolidation 49.25%
  • Holiday Loan 4.25%
  • Home Improvement 9.25%
  • Family and Friends 3.50%

Latest Transactions

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  1. 27-05-16 $57,411.86
  2. 26-05-16 $57,411.86
  3. 25-05-16 $57,411.86
  4. 24-05-16 $57,411.86
  5. 23-05-16 $57,411.86
View All Transactions

Latest Investments

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  1. John Cooper Smith $10,000.00 @ %9.25
  2. Bertrand Russell $7,250.00 @ %9.25
  3. Sweeney Todd $23,850.00 @ %9.25
  4. View all

Total $225,500.00 @ 10.42% (avg)

Funds Accounts

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  1. Current Balance $72,574.91
  2. Available to Invest $57,760.01
  3. Interest Accrued $76.78
  4. Rate $1.50

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Total Investments

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Reports

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Generate Report

Applications - Daily Amount

19.2K

Details

Applications - Days to Date

36 days

Details

Applications - Months to Date

12 mths

Details

Applications - Monthly Amount

14.13M

Details

Finance Agreement Balance

2.18M

Details
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