Loan Manager App

About this template

Loan Manager App brings loan applications, active loan records, repayment tracking, and a review queue into one place so lending teams can stay organized from intake to ongoing oversight. Use it to collect new applications, browse borrower records, and record repayments with quick actions that reduce manual follow-ups. It fits community lenders, credit unions, small finance teams, in-house lending programs, and organizations that manage employee, member, or customer loans and want a clear view of what’s in progress and what needs attention.

With Jotform you can turn this Loan Manager App into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to forms and tables for consistent data collection, route items to the right reviewers, and keep your workflow moving with shareable links and mobile-friendly pages. Update layouts, add new steps, and standardize processes without relying on developers, so your team can manage applications, loans, and repayments in a way that matches how you work.

Related templates

Energy Audit App

An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.

Go to Category:Finance & Accounting Portal Apps
Preview

Reimbursement App

Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.

Go to Category:Finance Apps
Preview

Invoice and Payment App

Invoice and Payment App helps small businesses and teams create invoices, record payments, and keep a clear view of what’s been billed versus what’s been paid. It’s a practical fit for freelancers, agencies, consultants, contractors, and service providers who need a consistent way to issue invoices and log incoming payments without digging through spreadsheets or scattered emails. With quick navigation for creating a new invoice and recording a payment, you can keep billing tasks moving and reduce missed follow-ups when multiple people handle finance admin.Built with Jotform App Templates, this app template can be customized in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect it to your existing Jotform forms to support reliable data collection, then publish a self-service experience your team can access from anywhere to manage invoicing and payment workflows. As your process grows, you can adjust pages, add steps, and keep all records organized in one place while staying aligned with how your business actually bills clients.

Go to Category:Finance & Accounting Portal Apps
Preview

Finance Tracking App

Finance Tracking App brings your day-to-day money activity into one place so you can record transactions, review your balance, and spot patterns as they develop. It fits personal budgets, freelancers tracking business spending, and small teams that want a simple way to capture income and expenses without juggling spreadsheets. With quick actions like logging a transaction, adding an income or expense entry, and browsing transactions by merchant or category, it supports consistent habits and clearer visibility into where your money is going.Built with Jotform, this app template turns routine data collection into an easy self-service experience you can share with the right people. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, adjust navigation, and connect entries to your data so updates stay organized. From everyday spend tracking to lightweight reporting for recurring reviews, Jotform helps you keep your workflow simple while keeping your records accessible across devices.

Go to Category:Finance Apps
Preview

Bank Reconciliation App

Bank reconciliation is the process in which a bank account’s balance is reconciled to the amount reported by a financial institution according to the account’s most recent statement. To carry out this process in the easiest way possible, consider using Jotform to create a Bank Reconciliation App for internal use. Add forms to record new transactions, make detailed reports, and more! To share this app with others, simply link to it directly, share via QR code, or embed it in your online workspace.Need to make changes to how your Bank Reconciliation App looks? Just use our drag-and-drop app builder to do so. Upload personal branding assets, change fonts and colors, integrate with helpful payment or scheduling tools, edit letter text, and more depending on your needs. Make bank reconciliation easier for all parties with Jotform.

Go to Category:Finance Apps
Preview

Retirement Planning App

A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.

Go to Category:Consulting Apps
Preview