Creating & Managing Loan Accounts
Create a loan application, view created loan applications and process loan applications
17 articles in this collection
Written by Michael Claire and Roy
Written by Michael Claire and Roy
How Does Deletion Affect Billing
Deleting Active Loans
Written by Michael Claire
Updated over a week ago
Updated over a week ago
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
Updated over a week ago
Deleting Clients, Loan Applications & Loans From Your System
Written by Roy
Updated over a week ago
Updated over a week ago
Create a Loan Product
How to create personal and business loan products
Written by Michael Claire
Updated over a week ago
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
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
Updated over a week ago
Interest Calculation
Interest calculation types, accruals and application
Written by Michael Claire
Updated over a week ago
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
Updated over a week ago
Create a Loan Account
creating loan applications
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Copying Income and Expense Data
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Adding a Guarantor to a Loan Application
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Adding a Co-applicant to a Loan Application
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Adding Collateral to a Loan Application
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Managing Income and Expenditure Data
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Adding Documents to a Loan Application
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Disbursed Loans - Applying a payment
Written by Michael Claire
Updated over a week ago
Updated over a week ago
Disbursed Loans - Refinancing
Written by Michael Claire
Updated over a week ago
Updated over a week ago