Loan Manager

Originate, track, collect.
One platform.

Loan applications, borrower management, payment tracking, collections, and cash flow reporting. Plus a borrower self-service portal. Built into Ava Business OS.

Applications
Origination
Payments
Tracking
Collections
Workflow
Borrower Portal
Self-Service
Replaces LoanPro ($500+/mo) + Mortgage Automator ($200+/mo) + custom spreadsheets Save $500+/mo
Features

Everything you need. Nothing you don't.

L

Loan Origination

Receive and process loan applications. Define loan types, terms, and products. Track application status through approval.

B

Borrower Management

Complete borrower profiles linked to customer records. Identity verification, income validation, and credit checks.

$

Payment Tracking

Record and track loan payments. Automatic balance calculation, payment schedules, and late payment flags.

C

Collections Management

Identify overdue loans. Automated collection workflows, status tracking, and collection agency assignment.

F

Cash Flow Reporting

Track cash flow by category. Monitor inflows, outflows, and projections. Financial health at a glance.

P

Borrower Self-Service Portal

Borrowers view their loans, make payments, submit applications, and track status — from their own portal.

Full personalization

Shape the system around how you actually work.

Start from a useful industry setup, then personalize the workspace with your own modules, fields, objects, layouts, reports, roles, and handoff workflows.

Custom modulesAdd operational areas like intake, service delivery, approvals, vendors, recruiting, or client success.
Custom fieldsCapture statuses, source details, dates, files, formulas, picklists, owners, and records unique to the business.
Custom objectsModel records like properties, applications, work orders, donors, menus, contracts, assets, or anything else.
Custom workflowsBuild reminders, approvals, assignments, reports, and follow-up sequences that keep work moving.
How it works

Up and running in minutes.

01

Configure loan products

Set up loan types, terms, interest rates, and application requirements.

02

Process applications

Borrowers apply online or in-person. Verify identity, check income, approve.

03

Track & collect

Payments tracked automatically. Collections workflow handles overdue accounts.

How we compare

Stop overpaying for less.

OpenAva LoanProMortgage AutomatorLendingPad
Monthly price $20/mo $500+/mo$200+/mo$100+/mo
Loan origination
Borrower portal
Payment tracking Limited
Collections Limited
Cash flow reports Limited
Identity verification
Customer records included
Custom loan types LimitedLimited
FAQ

Frequently asked questions.

What types of loans does OpenAva support?

OpenAva supports any loan type you can define — personal loans, business loans, mortgages, auto loans, microloans, and more. You create custom loan products with your own terms, interest rates, and application requirements. There are no restrictions on loan type.

How does the borrower self-service portal work?

Borrowers get their own portal where they can view active loans, check balances, make payments, submit new applications, and track application status. You control what borrowers can see and do. The portal is branded to your business and requires no technical setup.

Does OpenAva integrate with identity verification services?

Yes. OpenAva includes identity verification built into the borrower onboarding flow. Verify borrower identity, validate income, and run credit checks — all from within the platform. No need for a separate KYC tool.

How much does OpenAva Loan Manager cost?

Loan management is included in the OpenAva Plus plan at $20/mo — alongside sales records, invoicing, marketing automation, and more. There is no separate charge for lending features. You get origination, payments, collections, and the borrower portal all in one platform.

Can OpenAva handle both mortgage and personal loans?

Yes. You define your own loan products with custom terms, rates, and requirements. Whether you originate mortgages, personal loans, business lines of credit, or any other loan type, OpenAva adapts to your workflow. Each loan type can have its own application flow and approval process.

Pay-as-you-go transparency

Published unit rates and prepaid add-ons.

Free plans can still use templates and designer tools at no cost. AI generations, premium lead generation, managed call minutes, and extra accounts use prepaid wallet funds so teams can control spend before usage grows.

AI generations $0.20-$0.75 each

Use text, social, landing page, image, and background-removal tools with published per-use rates.

Premium leads $0.03 per lead

Prepay for premium lead generation when your team needs more contacts beyond plan allowances.

Managed calls $0.05/min

Add managed call minutes for tracking numbers, lead attribution, and client communications.

Usage Price
Templates/designer $0
Text/social AI generation $0.20 each
Long-form or landing page draft $0.50 each
AI image generation/edit $0.75 each
Background removal $0.50 each
Premium Lead Generation $0.03 per lead
Managed call minutes $0.05/min
Extra connected account $5/account/mo or $10/mo per 3-account pack
Prepaid wallet

Add wallet funds before extra usage starts.

Wallet add-ons are prepaid at face value. Teams can also add three connected accounts at a predictable monthly pack price.

Add-on Price Wallet value
Wallet XS $5 $5
Wallet S $10 $10
Wallet M $25 $25
Wallet L $50 $50
Wallet XL $100 $100
Extra Account Pack $10/mo 3 extra connected accounts

Extra usage is prepaid and transparent; contact [email protected] for custom prepaid terms.

Built for builders. Priced for startups.

One platform.
Start free.

Sales, agency management, HR, marketing, real estate, and more. Plans start at $20/month with included usage and transparent prepaid extras.