Loan management built for real lending teams
Jubilee is a loan management platform built for lending businesses — manage clients, applications, repayment schedules, payments, documents, and reports in one secure workspace.
- 14-day free trial
- No credit card required
- Built for lending teams
Trusted by lending businesses worldwide
- Metro Lending Co.
- Pacific Finance
- Summit Capital
- Heritage Loans
- BrightPath Credit
- NorthStar Lending
- Loans managed
- 2,400+
- On-time collection rate
- 98.2%
- Lending teams
- 150+
- Average app rating
- 4.8
Everything you need to run a lending operation
From client onboarding to final collection — Jubilee keeps your portfolio, payments, documents, and reports in one professional workspace.
Client Management
Maintain complete borrower profiles with references, notes, contact history, and status tracking in one organized record.
Loan Applications
Capture applications, route approvals, and move loans from review to release with a clear, auditable workflow.
Repayment Schedules
Generate installment schedules automatically with support for flexible terms, frequencies, and product rules.
Payment Tracking
Record payments, allocate to installments, handle partial payments, and void entries with full audit trails.
Document Management
Upload, review, and store client documents securely with role-based access and private storage buckets.
Reports & Analytics
Monitor portfolio health, collections, overdue loans, and staff performance with built-in reporting views.
Role-Based Access
Separate admin, staff, and client experiences with granular permissions enforced at the database level.
Audit Logs
Track every critical action — approvals, releases, payments, and voids — for compliance and accountability.
A clear, professional experience from dashboard to detail
Every screen in Jubilee is designed for lending teams — structured data, navy-and-gold branding, and workflows that match how you actually work.
Staff dashboard
Monitor active loans, collections due today, overdue accounts, and portfolio totals from a single overview.
Loan detail & schedule
View outstanding balances, installment progress, and upcoming due dates for every loan in your portfolio.
Client management
Filter clients by status, track active loans, and spot overdue accounts before they become write-offs.
Real outcomes for your lending business
Jubilee is built for operational clarity — helping your team lend responsibly and collect consistently.
Fewer missed collections
Daily alertsDue-today and overdue dashboards keep your team focused on the accounts that need attention right now.
Accurate loan math
Auto-calculatedAutomated schedule generation and payment allocation reduce manual errors in installment tracking.
One source of truth
Unified ledgerClients, loans, documents, and payments live in a single secure system — no spreadsheets or scattered files.
Built for compliance
RLS enforcedRow-level security, audit logs, and role-based access help lending teams operate with confidence.
Four steps from client to collection
No complicated setup. Add clients, process loans, generate schedules, and track payments in a workflow your team can follow.
Add your clients
Create borrower profiles with references, documents, and contact details ready for loan review.
Process applications
Submit, review, approve, or reject loan applications with a workflow your staff can follow every time.
Release and schedule
Release approved loans and generate repayment schedules with installments, due dates, and balances.
Collect and report
Record payments, track overdue accounts, and review portfolio reports from a single dashboard.
Built for every role in your lending business
Whether you manage a portfolio, onboard clients, or run collections — Jubilee adapts to your team's responsibilities.
Microfinance operator
Portfolio at a glance
See active loans, collections due today, and overdue accounts without digging through spreadsheets.
Loan officer
Faster client onboarding
Capture applications, upload KYC documents, and move borrowers through approval in one workflow.
Collections team
Payment clarity
Record partial payments, allocate to installments, and void mistakes with a complete audit trail.
Business owner
Reports you can trust
Review loan performance, collection rates, and staff activity with built-in analytics views.
Stories from lending teams using Jubilee
Real operators replacing spreadsheets with a system they can trust.
“Jubilee replaced three spreadsheets and a shared drive. Our team finally has one place to manage clients, loans, and collections.”
“The repayment schedule and payment allocation features alone saved us hours every week. Audit logs give us peace of mind during reviews.”
“We onboarded staff in a day. Role-based access means clients see only their loans while our team manages the full portfolio securely.”
Plans that scale with your portfolio
Start with a free trial, upgrade when your lending operation grows. Every plan includes secure client and loan management.
Starter
For small lending teams getting off spreadsheets.
$470/year
- Up to 100 active loans
- Client & loan management
- Repayment schedules
- Payment recording
- Basic reports
- Email support
Professional
For growing lenders that need full workflow control.
$1240/year
- Unlimited active loans
- Document management
- Audit logs & role-based access
- Advanced reports & analytics
- Automation webhooks
- Priority support
Enterprise
For multi-branch lenders and custom deployments.
Custom
- Everything in Professional
- Multi-branch dashboards
- Custom workflows & integrations
- SSO & admin controls
- Dedicated success manager
- SLA & onboarding support
Your lending data deserves enterprise-grade protection
We treat client records, loan data, and payment history with the security standards your business requires.
Encryption in transit & at rest
All data is protected with TLS 1.3 in transit and AES-256 encryption at rest on SOC 2-aligned infrastructure.
Row-level security
Supabase RLS policies enforce access at the database layer — staff, admins, and clients see only what they should.
Audit-ready operations
Immutable audit logs for payments, approvals, and voids help your team meet internal and regulatory requirements.
Frequently asked questions
Everything you need to know before managing your first loan in Jubilee.
Ready to modernize your lending operation?
Join lending teams who manage clients, loans, and collections in one secure platform — with clarity at every step.