Creating & Managing Loan Accounts

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

15 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?
Written by Roy
Updated over a week ago

Deleting Clients, Loan Applications & Loans From Your System

Written by Eva Forde
Updated over a week ago

Editing Repayment Schedules

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

Term Loans

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

Interest Calculation

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

Reversing Payments

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

Create a Loan Account

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

Copying Income and Expense Data

Written by Michael Claire
Updated over a week ago

Adding a Guarantor to a Loan Application

Written by Michael Claire
Updated over a week ago

Adding a Co-applicant to a Loan Application

Written by Michael Claire
Updated over a week ago

Adding Collateral to a Loan Application

Written by Michael Claire
Updated over a week ago

Managing Income and Expenditure Data

Written by Michael Claire
Updated over a week ago

Adding Documents to a Loan Application

Written by Michael Claire
Updated over a week ago

Disbursed Loans - Applying a payment

Written by Michael Claire
Updated over a week ago

Disbursed Loans - Refinancing

Written by Michael Claire
Updated over a week ago