Creating & Managing Loan Accounts

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

19 articles in this collection
Written by Michael Claire, Roy, and Karen

How Does Deletion Affect Billing

Deleting Active Loans

Written by Michael Claire
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

Deleting Clients, Loan Applications & Loans From Your System

Written by Roy
Updated over a week ago

Escrow Accounts

Understanding escrow accounts

Written by Karen
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

Editing Repayment Schedules

On Active loans you can edit the repayment schedule

Written by Michael Claire
Updated over a week ago

Generating Loan Statements

How to generate loan statements

Written by Karen
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