User Guide for Simple Loans
User Guide for Simple Loans
Preface
Change Record
- Change Record
- August 2024 Change Record
- April 2024 Change Record
- December 2023 (4.4001) Release
- August 2023 (4.3001) Release
Introduction
Manage your Company Profile
Business Processes
Amortization Schedules Storage Optimization Overview
Create a Simple Loan Product
- Create a Simple Loan Product
- Define the Protect Fee Split
- Define the Fee Order
- Define a Company's Loan Product
- Protect Loans
Key Concepts of a CL Contract
The Financial Calculator - FinCalc
Investor management
Floating Interest
Rate Schedule Setup
Rounding Off
CL Contract Actions
- CL Contract Actions
- Change the Due Day
- Change the Payment Amount
- Adjust the Loan Principal Amount
- Extend a Loan Contract
Contract Management
- Contract Management
- Capitalization
- Refinance a Loan
- Create a Fee or Charge
- Loans Boarded by a Partner Financial Institution, and Bought Back by the Lender
Billing
Fees Management
Payments
- Payments
- Record a Loan Pay-Off Payment
- Consolidated Loan Payment Transaction
- Loan Payment Transaction (Recording a Loan Payment)
- Define Flexible Repayment Plan
Virtual Deposits
Contingency Status Codes
Delinquency Management
- Delinquency Management
- Delinquency Grace Days
- Create a Delinquency Payment Plan
- Delinquency Aging
- Delinquency on the Basis of Balance Records