Use the following checklist to set up and customize your LoanCirrus system.

  • Book mark your tenant slug/login page

- FROM YOUR USER DASHBOARD -

Edit Personal Account Preferences

  • Add first and last name
  • Add email address you want associated with your LoanCirrus account
  • Add your picture (JPG/JPEG or PNG. Maximum 2 MB)
  • Edit password (optional)

- FROM YOUR SETTINGS/ADMIN AREA/BACKEND -

COMPLETE APP CONFIGURATION

General Settings

  • Upload your logo and adjust theme colours to match your company brand
  • Add additional currencies if you desire
  • Select your language preference 

Set Up Internal Controls

  • Identification Setup 

-Select the number of valid ID’s you require for loan approval
-Add the types of identification you will accept from your applicants
-indicate the number/range of characters your ID will accept

  • Holiday Schedule

-Set your public or preferred holiday schedule 

  • Business Days 

-Choose your days of operation 

  • Payment Channels Setup

-What channels will people pay you through? Add/edit them here.
-Add relevant taxes (if applicable)
-Customize how your client’s ID numbers will appear or leave the default setting 

  • Taxes Setup
  • Client Number Generation

Add Users and Set Permissions to Their Roles

Set Up Workflow (Inject your current process into LoanCirrus)

 

Create Your Products

  • Select a currency for this product 
  • Enter the product information
  • Select the product interest parameters and repayments preferences
  • Select your amounts (loan amounts, interests, penalties etc). 
  • Save your product

Customize Your Documents

Customize Your Lists 

  • Add or remove list options
  • Ensure that you include all the necessary list items 

Set Up Fees 

  • Create fee name and choose the type of fee
  • Choose whether to charge as a percentage or fixed rate 
  • Attach fee to the desired product 

Set Up Penalties

  • Create penalties and link them to desired products

Add/Edit Additional Branches

  • Create, edit or remove branches

Set Your Scoring Parameters (Risks)

Set Up Your Communications

  • Select preferences for communicating with your clients

Migrate Active Loans into LoanCirrus (Choose One)

  • Front End Migration (for smaller portfolios)

Set Your Billing Preferences

  • Enter a valid credit card or select bank transfer
  • Enter your billing address

 

Lend away!  :-)

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