Private Mortgage Manager
A web app for private mortgage lenders. It tracks every loan in the book, matches bank deposits to mortgage payments, follows the rate environment, and produces month-end income reports for the accountant.
- Dashboard tracking balances, payments, arrears and maturities, with live Bank of Canada rates via its REST API
- Automated bank reconciliation across CSV, Excel and OFX statements, plus month-end Excel reports for lenders
- Role-based access, an audit log, and an automated test suite running in GitHub Actions CI, with Docker for reproducible environments
- Python
- Flask
- SQLAlchemy
- PostgreSQL
- Docker
- GitHub Actions