CMA report and loan documentation software for businesses, CAs, and bankers. Check loan eligibility, prepare bank-ready CMA reports, manage financial data, and share reports with your banker.
Three ways to get funded all in one platform.
Store applicant and co-applicant details, keep every loan document in one file, and get instant loan eligibility.
Import your actuals from Excel or JSON, add a growth assumption, and LoanDesk builds the full CMA with projections then export to PDF or Excel and share with your banker.
Detailed, bank-ready project reports for funding launching soon.
Built for businesses, loan consultants, CAs & bankers
Build your own loan files, CMA, and project reports — bank-ready, without depending on anyone.
Manage retail loan files, CMAs, and project reports for all your clients in one place.
Prepare loan files, CMAs, and project reports for your clients in minutes — with accuracy the bank trusts.
Process loan files and build or renew CMAs and project reports right inside your team.
Practice Management is one part of WebLedger Office. Add a client once, and your whole suite shares it no duplicate data, no second login.
Bank-grade security for the sensitive financial and personal information you handle every day.
