BiggerPockets

I have a group of smaller investors that give me loans on a per project basis or into my business and we negotiate different scenarios for everyone.

They're all parties I have an existing relationship with, so I am not pooling money or violating any financing laws.

- One party gets a 60k 1st Trust Deed and prepay 6 mo interests, can renew it as long as I prepay in chunks

- One party already has 50k invested at X% and sends in another 10k at the same rate, there normal due day is the 15th and the check came on the 21st.

- Etc

I am currently using excel to track all of this and we use Quickbooks for the account. Is there a software program or excel template that is built to track investors, their returns, etc.

It'd be great if there is a program that could show all the upcoming payments, their due dates. I could add funds, it would calculate interest owed and consolidate to the same payment date and allow me to print a statement to show the math.

Anyone heard of anything that does this?

Thank you sir, I will check it out.

It looks like TValue makes you setup a different file for each loan/lender. I am looking for something that can provide a summation of all my active loans, as well as what TValue does.

So I don't miss any balloon payments, or special payment due dates.

TValue looks great if it could now only summarize each loan on a detailed screen. Does anyone know if it does?