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Loan Tracking Overview

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B - Amortization Schedule: A table detailing each periodic payment, and principal balance on the specified loan.

Charge & Payment History

Loan Terms and Settings

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The Loan Terms and Settings page allows you to view the specific loan terms and make edits as necessary. This view also gives information on a past edit (if any), who edited it, the date and time of edit.

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To Edit loan Terms and Settings:

1. Click the "Edit" button.
2. Click the field you wish to edit, and enter the change.
3. Click "Save".
4. Your changes will be saved.

To Stop a Loan/Make Loan Inactive:

1. Click the "Edit" Button.
2. Click "Stop Loan".
3. The following confirmation message will appear;
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4. Click "Yes".

5. The loan will now be considered inactive and will appear in the Historical Loans section of the Loan Overview page.

For Information on Making Payments Toward Loans, see Making a Loan Payment.