I would like a database for my loan processor to keep records of loans that have been completed. I want her to be able to complete a form with the following information:
Date, Account, Name, Loan Suffix, Amount, Type, Term, Rate, Notes.
Then I want to be able to generate reports pulling from this information ie. A List of All loans made in March categorized by type.
ie. A List of All Loans Year to Date of a certain type. Totals Or Summary.
I'm not sure the best route for this project. Whether it should be done with Access or some other database, or just a fancy Excel Spreadsheet.
Please propose your plan, software required and proposed cost.