Guide

Loan Rollovers Explained

Rollovers keep loans current when terms extend — CapGrowth OS generates and tracks them alongside the monthly loan book.

Why rollovers matter

In many private lending books, loans roll rather than fully amortize to zero each period. Missing a rollover creates balance and interest errors.

Operational risk of manual rollovers

Spreadsheet rollovers are easy to miss, hard to audit, and painful to reconcile after the fact.

In CapGrowth OS

Operators can generate and manage monthly rollovers with balances tracked alongside manual loans in the portfolio views.

See the screens

Open Monthly Rollovers and Loan Portfolio in the Product Tour.

See CapGrowth OS Live

Request a demo focused on the workflows in this guide — capital, loans, collections, investors, or reporting.