Collections Planning
Michael Claire avatar
Written by Michael Claire
Updated over a week ago

Loan Cirrus allows you to see loans not yet in arrears, but coming due and stage them for proactive communication.

To access the collections table click

shown in the top navigational pane on the main dashboard

Then click

This will render the table below displaying the accounts that will become due soon

Use the filter shown below to display loan going into arrears by age

or you may click

to specify a particular period.

Select the date range then click

This will display only those accounts that fall within the date range selected.

Select the account(s) you wish to plan for denoted by

then click

Select one of the options (CSV / Excel) displayed

Click

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