Statement Template Gallery

Browse the active Hypercore LMS statement templates and choose which ones to enable in a tenant account.

<aside> 📌

Each gallery card includes the Preview (PDF), Template (DOCX), lifecycle section, and the Generation Type to select when generating the statement.

</aside>

Browse templates

Gallery Statements

How to use this gallery

1. Open the relevant template card.
2. Review the Preview (PDF) to see the expected statement output.
3. Download the Template (DOCX) if customization is needed.
4. Use Generation Type to select the correct Hypercore statement entity:
   • loan — loan-level statements, invoices, notices, and exit documents
   • client — client portfolio statements
   • funding-entity — funding source / entity-level statements
   • loan-funding — lender or investor participation statements
5. Share the template link with the customer or implementation team when requesting setup.

Template lifecycle sections

• 1. Origination — term sheets, commitments, welcome letters, and amortization schedules
• 2. Servicing — drawdowns, invoices, receipts, rate notices, and annual interest statements
• 4. Collections — past-due demand notices
• 5. Exit — payoff, redemption, lien release, and discharge documents
• 6. Client & Investor Statements — client portfolio, funding entity, participant, and investor/lender notices

Built-in conditional logic

Templates automatically hide rows or sections when the data is not applicable, including PIK rows, rate floors/caps, penalties, future payments, aging summaries, equity/warrant holdings, and transaction-history sections.