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User Guide
Introduction
Profile Menu
Home Page Explained
Admin
Preferences
Companies
Users
Clients
Portfolios and Products
Transcodes
Banking
Calculator
Managing Loans
Managing Loans Page Explained
Summary
Transactions
Transaction Summary
Arrears
Manage Loan
Manage Borrower
Bank / Repayment Details
Repayments
Repayment Schedule
Hardship
Complaints
Documents
Notes
Emails and Messages
Payout
History
Profile Menu
Reports
Common Queries
Adding / Updating a User
Resetting a Password
Updating Company Settings
Updating Platform Preferences
Setting up a new Loan
How to Export a Banking Batch
Managing Loan Arrears
How to Bounce a Repayment
Changes to the Interest Rate for a Loan
How to Set up Emails / SMS
How to Process a Payment
Missed Payments
Reminders and Notifications / Red Bell Alert
Custom Settings
Processes
Setting up a New Loan
Managing Arrears on an existing Loan
Managing Hardship
User Guide
Introduction
Profile Menu
Home Page Explained
Admin
Preferences
Companies
Users
Clients
Portfolios and Products
Transcodes
Banking
Calculator
Managing Loans
Managing Loans Page Explained
Summary
Transactions
Transaction Summary
Arrears
Manage Loan
Manage Borrower
Bank / Repayment Details
Repayments
Repayment Schedule
Hardship
Complaints
Documents
Notes
Emails and Messages
Payout
History
Profile Menu
Reports
Common Queries
Adding / Updating a User
Resetting a Password
Updating Company Settings
Updating Platform Preferences
Setting up a new Loan
How to Export a Banking Batch
Managing Loan Arrears
How to Bounce a Repayment
Changes to the Interest Rate for a Loan
How to Set up Emails / SMS
How to Process a Payment
Missed Payments
Reminders and Notifications / Red Bell Alert
Custom Settings
Processes
Setting up a New Loan
Managing Arrears on an existing Loan
Managing Hardship
More
Introduction
Profile Menu
Home Page Explained
Admin
Preferences
Companies
Users
Clients
Portfolios and Products
Transcodes
Banking
Calculator
Managing Loans
Managing Loans Page Explained
Summary
Transactions
Transaction Summary
Arrears
Manage Loan
Manage Borrower
Bank / Repayment Details
Repayments
Repayment Schedule
Hardship
Complaints
Documents
Notes
Emails and Messages
Payout
History
Profile Menu
Reports
Common Queries
Adding / Updating a User
Resetting a Password
Updating Company Settings
Updating Platform Preferences
Setting up a new Loan
How to Export a Banking Batch
Managing Loan Arrears
How to Bounce a Repayment
Changes to the Interest Rate for a Loan
How to Set up Emails / SMS
How to Process a Payment
Missed Payments
Reminders and Notifications / Red Bell Alert
Custom Settings
Processes
Setting up a New Loan
Managing Arrears on an existing Loan
Managing Hardship
Summary
Here you will see a summary of your loan which includes the loan details and financials
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