Helping you get more value from LoanCirrus!
Introduction to LoanCirrus
Overview
Lending Tips & Advice
Helpful information for more success in your lending business...updated Monthly
Videos
Helpful Videos for common features
Create and Manage Clients
Add Assets, Client Scores. use clients as Guarantors or Co-Applicants
Creating & Managing Loan Accounts
Create a loan application, view created loan applications and process loan applications
Managing Collections
Managing loans in arrears, loans coming due and debt collectors
Understanding Communications
SMS, Email, Communications Preferences, Twilio SMS Gateway Setup
User and Role Management
Add Roles, Users, Permissions and Password Resets
Customising Your Account
Add Logo, Change Colors, Define Holidays and Non-Business Days
Understanding Dashboards
Admin and Manager's Dashboards
Generating Reports
Run Reports
Managing Products
Create products, edit products, define loan terms, interest rates
Manage Risks
Scoring, Provisions, Weights and Ratings
Documents Management
LoanCirrus lets you receive and send documents to your borrowers
Manage Workflow Processes
Manage your lending process by integrating it into LoanCirrus
Activity Feeds & Logs
Activity logs, track user activities
Features Overview
Summary of all the current features in LoanCirrus. Updated with each new Release.
Understanding Fees & Penalties
Create, edit, delete and assign Fees and Penalties
Data Management
Adding data into LoanCirrus and downloading your Database
Subscription Billing
Billing setup. subscription management, payments and pricing
Release Notes
Software update release notes (starting with version1.0.6)
Companies
Information about lending to businesses in LoanCirrus
REACH Origination Platform (ROP)
Powerful Content Management System and Web Builder: Allows you to manage the customer's journey and experiences. Seamlessly integrated into the LoanCirrus Digital Lending Platform.