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ZimpleMoney Note Management

Automated Self-Servicing for Note Investors

Brett Burky avatar
Written by Brett Burky
Updated over 2 weeks ago

We make it easy to manage loans, automate payments, and track performance across your entire note portfolio. With our cloud-based web application, you can centralize all your loan documentation in one place and access real-time reporting anytime, anywhere.


Our Features

Accelerate Efficiency

Improve Accuracy

Increase Productivity

Set interest rates, fees, and amortization

Automate payments, ledger entries, & notifications

Centralize loan documentation, payment history, and accounting ledgers online

Create loans, leases, & installment contracts

Track deferrals, late payments, extra payments

Invite multiple participants to a contract: co-lenders, co-borrowers, & guests


Our Pricing

We offer a 30-day trial on all plans! Find the perfect plan for your business below:

Primary

Professional

Unlimited

$17

per month

$47

per month

$77

per month

1-3 loans

4-20 loans

21+ loans

One-time setup fee:

$23 per loan contract

One-time setup fee:

$23 per loan contract

One-time setup fee:

$23 per loan contract



Transaction Processing Fees

ACH Processing

Credit Card Processing*

Transaction Fee:

$1.50 + 2.0% per transaction

Visa / MC / Discover Transactions:

$0.30 + 2.9% per transaction

Minimum Transaction Fee: $4.99

Maximum Transaction Fee: $18.99

American Express Transactions:

$0.30 + 3.4% per transaction

*certain restrictions apply: please contact us for details.


Getting Started

Start saving your business time and money, with ZimpleMoney.

It’s risk free and easy.

Start Tracking A Loan

Invite borrowers, co-lenders and guests to review and

accept the contract online. Yes, it’s really that Zimple!


Contact Info

For more information, please feel free to contact us directly!

Allison Murray

Head of Channel Partnerships

973-219-2631

allison@zimplemoney,com

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