Creating & Managing Loan Accounts

Create a loan application, view created loan applications and process loan applications

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16 articles in this collection
Written by Roy, Eva Forde, and Michael Claire

When Interest Starts Calculating

Do you want to start charging interest at disbursement or at first repayment date?
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Written by Roy
Updated over a week ago

Deleting Clients, Loan Applications & Loans From Your System

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Written by Eva Forde
Updated over a week ago

Create a Loan Product

How to create personal and business loan products
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Written by Michael Claire
Updated over a week ago

Editing Repayment Schedules

On Active loans you can edit the repayment schedule
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Written by Michael Claire
Updated over a week ago

Term Loans

Lend for a definite term with a different accrual behavior
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Written by Michael Claire
Updated over a week ago

Interest Calculation

Interest calculation types, accruals and application
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Written by Michael Claire
Updated over a week ago

Reversing Payments

Reverse payments after they have been posted to a loan account
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Written by Michael Claire
Updated over a week ago

Create a Loan Account

creating loan applications
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Written by Michael Claire
Updated over a week ago

Copying Income and Expense Data

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Written by Michael Claire
Updated over a week ago

Adding a Guarantor to a Loan Application

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Written by Michael Claire
Updated over a week ago

Adding a Co-applicant to a Loan Application

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Written by Michael Claire
Updated over a week ago

Adding Collateral to a Loan Application

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Written by Michael Claire
Updated over a week ago

Managing Income and Expenditure Data

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Written by Michael Claire
Updated over a week ago

Adding Documents to a Loan Application

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Written by Michael Claire
Updated over a week ago

Disbursed Loans - Applying a payment

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Written by Michael Claire
Updated over a week ago

Disbursed Loans - Refinancing

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Written by Michael Claire
Updated over a week ago