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- From the chosen tenants page, click the "Tracking" tab.
- Click "Create New Loan".
- From there, fill in:
- Name of the Loan
- Select Loan Type (This will determine the default interest rate)
- Loan Amount
- Start Date
- Loan Term (In Months)
- Interest Rate (Set to default by loan type, however, can be edited)
- Post Charges Date (Day the monthly loan charge will be posted monthly)
- Principal Paid to Date (If any)
- Interest Paid to date (If any)
- Monthly Insurance Charge
- "Save New Loan" button
- Click "Save New Loan".
- Success! The new loan has been saved.
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