Dashboard Overview – Portfolio Module

The Portfolio module on the LendingFront dashboard provides a comprehensive view of all serviced products. It enables users to quickly identify the status of each product—whether it’s in service, pending payment or fee approval, or has met key portfolio milestones. This view is customizable based on each client’s configuration.

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🔁 Product Status Definitions

• Pending to Release
  Applications with complete information, awaiting release after approval.

• Released
  Approved products, pending disbursement from the payment processor.

• Active
  Products that have been funded and are currently in repayment.

• Ready for Renewal
  Products that meet client-defined repayment thresholds and qualify for renewal.

• Rejected
  Applications declined either by the borrower or the lender.

• Paid Off / Closed
  Fully repaid applications now marked as closed.

💸 Payment and Fee Status Queues

• • Payment/Fee Pending Approval
    Manually created payments or fees waiting for approval.

  • Rejected One-Time Payments / Fees
    Manually created payments or fees that have been rejected.

  • Pending Modification
    Product modifications that are pending approval.

📈 Portfolio Metrics & Ratios

• Total Dollars Funded
  Total amount disbursed across all products in statuses: ACTIVE, FUNDED, CLOSED, WRITE_OFF, and ON_HOLD.

• Total Payments Collected
  Total value of cleared transactions, excluding those labeled as FUNDING, FEES, or WRITE_OFF.

• Total Balance Outstanding
  Sum of remaining balances for products currently in ACTIVE or ON_HOLD status.

• Average Term Loan Amount
  Calculated by dividing the sum of all original loan amounts by the number of products.

• Average Term Loan Balance
  Calculated by dividing the total remaining balances by the number of products.