Top 5 Loan Dashboard Templates With Samples and Examples (2024)

Your dream car, a family house, or owning a successful business; all of these require huge sums of money. A loan is most people’s lever of power to get these. As the provider of loans, financial institutions and businesses have to ensure that they do their due diligence and lend to credit-worthy entities.

While performing your checks on loan-seekers for creditworthiness, you also need help from others, which will involve sharing information. Sounds like quite a complicated task. You can simply do this immensely and grow your business easily with SlideTeam’s Loan Dashboard Templates.

To help you run a smooth loan operation, we have curated the Top 5 content ready and 100% editable Loan Dashboard Templates.

Let’s tour these templates and see which fit your needs and style.

Template 1: Dashboard Total Loans and Deposits In Banking Company Digitalization In Retail Banking

This PPT Slide is designed to track loans and deposits for a banking company. Use this layout to classify and present this data based on regions, sub-region, and as a year-long trend. The template uses graphs and charts to ensure the audience is engaged. Download it now.

DOWNLOAD NOW

Template 2: Business Loan Approval and Bank Portfolio Summary

Use the graphs and tables within this PPT Layout to present business approval and banking portfolio for your company. Showcase the loans pending approval and the portfolio process and trends using this template. List out unapproved loans with their interest rates and borrower details to make a stronger case for the most recent decision. Download this theme now!

CLICK HERE TO DOWNLOAD

Template 3: Business Loan Performance Analysis Dashboard

This PPT Theme is your visual tool to guide your audience through the details of how the company is performing on its loan count in terms of profitability and the percentage of money which is not returned. Present the number of loans approved and rejected, the loan count trend, loan amount, and more through graphs and charts. Download this template to turn tedious numbers into eye-catching graphics.

GET IT HERE

Template 4: Business Loan Operations Dashboard for Banks

Turn your business’s loan operation into an easy-to-understand graphic. Use this PPT Slide to present your KPIs, including open cases per agent and age, the number of applications by time, etc. Download this template to simplify loan operations for your stakeholders and mark yourself out as an efficient operator and a brilliant strategy in making money work for you.

DOWNLOAD NOW

Template 5: Loan Portfolio Risk Review Dashboard

Use this PPT Layout to run a risk analysis for your loan portfolio. Using bar graphs, present the data for age and loan risk by purpose, risk distribution on applications, the credit risk of applicants, and more. Download this template to ensure stakeholders understand where their business stands in terms of risk.

CLICK HERE TO DOWNLOAD

Numbers and People

Dealing with both numbers and people can be tiring, especially if your data is in disarray. With a well-organized layout, not only will your work become easier to do, but it will also provide you relief from stress and anxiety. Download our Loan Dashboard Templates to ensure that your work is top-notch and impresses both the client and the management.

FAQs on Loan Dashboard Templates

What does a loan mean?

A loan is a sum of money that is borrowed by an individual or entity and is expected to be repaid with interest. Typically, a lender, such as a bank, will provide the loan to a borrower in exchange for collateral or a promise to repay the loan according to the terms of the loan agreement.The borrower then uses the loaned funds for a specific purpose, such as purchasing a car or paying for education and repays the loan over a period of time, which can range from a few months to several years.

What are the four types of loans?

The common loans are:

1. Personal loans: Personal loans are typically unsecured loans that are used for consolidating debt, financing a home improvement project, or paying for a vacation.
2. Home loans: Home loans, also known as mortgages, are loans that are used to finance the purchase of a home. These loans are secured by the property being purchased and are repaid over the years.
3. Auto loans: Auto loans are used to finance the purchase of a vehicle. Like home loans, these are typically secured by the vehicle being purchased and are repaid over several years.
4. Student loans: Student loans are loans that are designed to help students pay for their education. These loans may be offered by the government or by private lenders, and they can be used to cover the cost of tuition, fees, and other expenses related to attending college or university.

What are the Dos and Don’ts to follow in an application for a personal loan?

Here are some Dos and Don'ts to keep in mind when applying for a personal loan:

• Shop around (visit banks or study website brochures) and compare rates and fee from different lenders before choosing a personal loan. This will help you find the best deal and avoid overpaying for your loan.
• Read the loan agreement and make sure you understand all terms and conditions before signing. Pay attention to the interest rate, repayment terms, and any fee or penalties that may apply.
• Make sure you can afford the monthly payment before taking out a personal loan. Use a loan calculator or budget planner to help you determine how much you can borrow without putting yourself in financial hardship.
• Provide accurate and complete information on your loan application. Lenders will verify the information you provide, and any inaccuracies or omissions could delay or disqualify your loan application.
• Don’t take out a personal loan for a purpose that is not financially sound. For example, don't take out a personal loan to fund a gambling habit or buy something you can't afford.
• Don't agree to a loan without understanding the terms and conditions. Don't be tempted by offers of "quick" or "easy" loans, especially if they come from lenders you are not familiar with. These offers may be scams, and you could end up losing money or even putting yourself at risk of identity theft.
• Don't take out a personal loan with an interest rate that is higher than you can afford. Even if you are approved for a loan with a high interest rate, you may struggle to make the monthly payments and end up as a defaulter.