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 the 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
Add your company information
Select your time zone
Select your date format
Upload your logo and adjust theme colours to match your company brand
Currencies
Add additional currencies if you desire
Choose whether to automatically update exchange rates daily
General Settings
- Choose whether to allow documents to be uploaded after a loan has been locked
- Choose whether to enable reversal of last loan payment
- Choose whether to accept incoming payments on a closed loan
- Choose whether to apply an index to interest rates
- Choose whether to set disbursement date to current date by default.
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
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
Holiday Schedule
- Set your public or preferred holiday schedule
Taxes
- Key in the tax name and percentage
Client Number Generation
- Choose the way client numbers are generated
Add different organizations to which clients are employed
Custom Fields
Add groups to organize your custom data
Create passwords for each user
Share unique login information with individual users
Set Up Workflow (Inject your current process into LoanCirrus)
Create a new workflow process or tailor an existing workflow process
Add and/or remove transitions for your loan application process
Create rules around transitions
Add or remove stages from your workflow
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
Link the products for this specific document
Input your content
Insert placeholders (#) for the name, address and other desired fields
Add as many document types as you need to run your business efficiently
Add or remove list options
Ensure that you include all the necessary list items
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
Create penalties and link them to desired products
Create, edit or remove branches
Select preferences for communicating with your clients
Migrate Active Loans into LoanCirrus (Choose One)
Front-End Migration (for smaller portfolios)
Enter a valid credit card or select bank transfer
Enter your billing address