All-in-one Micro-finance & Loan Management System
CorteX Money Lender is a complete loan management plugin for WordPress. Replace paper books with a smart dashboard that handles loan issuance, daily collections, guarantors, automated SMS reminders, and financial reports – all in one place.
Who is this for?
- Micro-finance institutions using paper books or Excel.
- Lenders needing fast issuance + clear daily collection lists.
- Businesses that want their data secure inside WordPress.
Use your demo login, then open the CorteX Money Lender dashboard from the left menu.
Key modules inside CorteX Money Lender
From loan application to final settlement – everything is organised into a few clean screens that your collectors and managers can use effortlessly.
Smart Business Dashboard
The command center for your business – track performance instantly.
- Shows Active Loans, Total Arrears, and Today's Collections.
- Visual charts for Portfolio Health and Collection Progress.
- 1-click buttons to Issue Loan, Add Customer, and View Reports.
Fast Loan Entry
Designed for speed – create loans with guarantors in seconds.
- Quick customer selection via NIC or Mobile number.
- Auto-calculation of Interest, Total Payable, and Installment amounts.
- Capture Guarantor details and upload their NIC/Documents directly.
- Support for Daily, Weekly, or custom installment plans.
Smart Collection Tracking
Manage daily field collections and partial payments easily.
- Filter the Daily Due List to see who needs to pay today.
- Accept Partial Payments – system auto-updates the balance.
- Track status changes: Overdue (Red) → Paid (Green) instantly.
- View payment history for any loan with a single click.
Thermal Receipt Printing
Professional receipts for your customers, optimized for POS printers.
- Print receipts immediately after marking a payment.
- Includes Loan Code, Amount Paid, Date, and Outstanding Balance.
- Customizable header with your Company Logo and contact details.
- Footer notes for terms & conditions (e.g. "Non-refundable").
Automated SMS Alerts
Keep customers informed and build trust with automated SMS.
- Loan Approval SMS: Sent instantly when a loan is created.
- Payment Receipt SMS: Sent when a collection is entered.
- Overdue Reminders: Automated reminders for missed payments.
- Powered by Notify.lk integration for reliable delivery.
Customer Front-end
Let customers apply for loans and submit payment slips online.
- Secure Loan Request Form with document uploads.
- Payment Slip Upload for bank transfer verification.
- Admins can Convert Requests to Loans with one click.
- Secured with Google reCAPTCHA to prevent spam.
Advanced Reports
Make data-driven decisions with clear financial reports.
- Arrears Report: Identify defaulters and days overdue.
- Collection Summary: Expected vs Actual collection analysis.
- Filter reports by date range to see monthly performance.
- Export data for accounting and auditing purposes.
Runs inside WordPress
Use the platform you already know – full control over your data.
- Uses standard WordPress logins and security roles.
- Hosted on your own server – no monthly cloud subscription fees.
- Compatible with modern WordPress themes and plugins.
- Easy backup and migration options.
Dedicated Support
We don't just sell software, we support your business growth.
- Direct support from the CorteX development team.
- Regular updates with new features and security patches.
- Customization services available to fit your specific rules.
- Comprehensive documentation and user guides.
Ready to digitize your lending business?
Book a quick WhatsApp call with CorteX to see how this system can streamline your daily operations and boost your collection rates.