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Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service…
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Loan Amortization Dashboard template
A loan book for lenders and loan officers.
by AgentUIUpdated November 13, 2026
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What's inside the Loan Amortization Dashboard template
- Add a loan's terms (amount, annual rate, term, start date, monthly, bi-weekly or weekly payments) and get the full amortization schedule, the installment, total interest and payoff date.
- Record installments and extra principal payments: balances, overdue installments, interest saved and today's payoff quote (with prepayment penalty) are recalculated from the payments.
- Portfolio dashboard with collections, what is due in the next 14 days and who is behind, a loan calculator, schedule PDF, Excel/CSV import and a daily payment reminder email to borrowers.
- English and Spanish.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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