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Sage Intacct Lending Management

Transform loan management with Sage Intacct Lending Management. Reduce manual workflows, automate complex calculations and scale lending programs.

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Trusted by

Diocese of Jefferson City
Archdiocese of Springfield Massachusetts

Benefits of savings and loans management software

Cut manual work as your loan portfolio grows.
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Trust your loan data, calculations and reports are accurate.
See real-time loan portfolio performance for faster insights.
Scale lending programs easily with a cloud-based platform.

Manage lending operations in a single system of record

Centralize your lending operations.

  • Remove manual reconciliations
  • Store all data in one system
  • Manage lending and reporting together
  • Build a single source of truth for your portfolio

Improve efficiency and accuracy with automated loan servicing

Automate loan servicing for greater accuracy.

  • Generate statements and interest automatically
  • Create amortization schedules and payments with ease
  • Handle adjustments, fees, and payoffs in one place
  • Move away from spreadsheets and manual tasks

Gain real-time insights into loan and portfolio performance

View live portfolio activity for better decisions.

  • Track loans, balances, rates, and invoices instantly
  • View portfolio reports and analytics
  • Monitor performance by borrower, loan type, or program
  • Access live data for stakeholder reporting

Scale your business without increasing headcount or complexity

Grow your customer base with a platform built to scale.

  • Use automated workflows for growing portfolios
  • Support both revolving and non-revolving loans
  • Manage hundreds or thousands of loans seamlessly
  • Eliminate bottlenecks as you expand

Sage Intacct Lending Management resources

Data sheet

Streamline loan servicing. Scale with confidence.

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Data sheet

Manage mission-driven lending with confidence

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Kathy Smith

Finance Manager
Diocese of Jefferson City

"With Sage Lending Management, I can actually take a vacation the first few days of the month."

Diocese of Jefferson City

Sage Intacct Lending Management FAQs

Sage Intacct Lending Management is a cloud-based platform for organizations offering loan services outside traditional banking. It automates the full loan lifecycle, from tracking to reporting, saving you time and boosting efficiency with smart automation and real-time insights.

Key features include:

  • Centralized loan lifecycle management
  • Automated interest and amortization
  • Accurate loan accounting and fee tracking
  • Flexible support for different loan types
  • Real-time portfolio insights and analytics
  • Automated statements and document management
  • Native integration with Sage Intacct

Sage Intacct Mateo began as a specialized lending management tool for diocesan organizations, providing automation and real-time integration for savings and loan programs. Following its acquisition by Sage, Mateo's features were fully incorporated into Sage Intacct, evolving into Sage Intacct Lending Management. The new solution retains all the strengths of Mateo — like automated workflows, real-time reporting, and unified financial management — but now supports a wider variety of organizations. Sage Intacct Lending Management is designed for any industry that manages loan portfolios, including financial services, hospitality, construction, software, and nonprofits, offering greater flexibility and scalability.

No, Sage Intacct Lending Management supports many industries, such as:

  • Financial services: mortgages, personal, student, and auto loans
  • Hospitality: franchise and guest financing, payment plans, joint ventures
  • Nonprofits: micro loans, home improvement, student loans
  • Software: Buy Now Pay Later, vendor financing, embedded lending
  • Construction: in-house, contractor, and developer financing

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Expert advice

Ready to learn more about what Sage Intacct can do for your business? We are, too. Our product experts are here to guide you every step of the way.

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