Generating Loan Statements

How to generate loan statements

Karen avatar
Written by Karen
Updated over a week ago

You can generate and send loan statements from within LoanCirrus.

This feature is accessible from the customer’s Loan Overview page

By clicking the icon below:

This will render the pop up displayed below

Select your “From” and “To” dates

Then click

The statement will be sent to the email already on file in the customer’s account.

You may also preview the statement before sending by clicking the icon shown below:

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