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Introduction to LoanCirrus

Overview

Lending Tips & Advice

Helpful information for more success in your lending business...updated Monthly

Videos

Helpful Videos for common features

Create and Manage Clients

Add Assets, Client Scores. use clients as Guarantors or Co-Applicants

Creating & Managing Loan Accounts

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

Managing Collections

Managing loans in arrears, loans coming due and debt collectors

Understanding Communications

SMS, Email, Communications Preferences, Twilio SMS Gateway Setup

User and Role Management

Add Roles, Users, Permissions and Password Resets

Customising Your Account

Add Logo, Change Colors, Define Holidays and Non-Business Days

Understanding Dashboards

Admin and Manager's Dashboards

Generating Reports

Run Reports

Managing Products

Create products, edit products, define loan terms, interest rates

Manage Risks

Scoring, Provisions, Weights and Ratings

Documents Management

LoanCirrus lets you receive and send documents to your borrowers

Manage Workflow Processes

Manage your lending process by integrating it into LoanCirrus

Activity Feeds & Logs

Activity logs, track user activities

Features Overview

Summary of all the current features in LoanCirrus. Updated with each new Release.

Understanding Fees & Penalties

Create, edit, delete and assign Fees and Penalties

Data Management

Adding data into LoanCirrus and downloading your Database

Subscription Billing

Billing setup. subscription management, payments and pricing

Release Notes

Software update release notes (starting with version1.0.6)

Companies

Information about lending to businesses in LoanCirrus

REACH Origination Platform (ROP)

Powerful Content Management System and Web Builder: Allows you to manage the customer's journey and experiences. Seamlessly integrated into the LoanCirrus Digital Lending Platform.