Skip to main content
Introduction to LoanCirrus

Overview

3 authors4 articles
Lending Tips & Advice

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

2 authors2 articles
Videos

Helpful Videos for common features

1 author12 articles
Create and Manage Clients

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

2 authors7 articles
Creating & Managing Loan Accounts

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

2 authors19 articles
Managing Collections

Managing loans in arrears, loans coming due and debt collectors

1 author3 articles
Understanding Communications

SMS, Email, Communications Preferences, Twilio SMS Gateway Setup

2 authors7 articles
User and Role Management

Add Roles, Users, Permissions and Password Resets

2 authors4 articles
Customising Your Account

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

2 authors5 articles
Understanding Dashboards

Admin and Manager's Dashboards

1 author2 articles
Generating Reports

Run Reports

2 authors2 articles
Managing Products

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

3 authors5 articles
Manage Risks

Scoring, Provisions, Weights and Ratings

1 author5 articles
Documents Management

LoanCirrus lets you receive and send documents to your borrowers

2 authors4 articles
Manage Workflow Processes

Manage your lending process by integrating it into LoanCirrus

2 authors3 articles
Activity Feeds & Logs

Activity logs, track user activities

1 author1 article
Features Overview

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

1 author1 article
Understanding Fees & Penalties

Create, edit, delete and assign Fees and Penalties

2 authors4 articles
Data Management

Adding data into LoanCirrus and downloading your Database

3 authors4 articles
Subscription Billing

Billing setup. subscription management, payments and pricing

1 author3 articles
Release Notes

Software update release notes (starting with version1.0.6)

2 authors3 articles
Companies

Information about lending to businesses in LoanCirrus

1 author6 articles
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.

1 author4 articles