Page Comparison

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1. From the chosen tenants page, click the "Tracking" tab. 
2. Click "Create New Loan".
   
3. From there, enter/select:
   1. New Loan from Unit Program (optional)
      1. This selection can only be chosen if the household is assigned to and/or moved into a loan program/project/unit. The name will automatically be set to the unit address.
         1. Select a Loan Account
            
   2. New Loan from Loan Program (optional)
      1. This selection is for a non-housing loan, such a repair loan and can be made from any loan program flagged as non-housing.
         1. Select a Loan
      Amount
   3. Start Date
   4. Loan Term (In Months)
      1. 1. Program.
         2. Select a Corresponding Project.
         3. Enter a Ledger Name. (Accounts are grouped by a ledger name.)
            Image Added
   5. Select/Enter a Start Date
   6. Interest Rate (Set to default by loan type, however, can be edited)Post Charges Date (Day
   7. the loan charge will be posted monthlyLoan Term (In Months)
   8. Principal Paid to Date (If any)
   9. Interest Paid to date (If any)
   10. Principal Due (to date)
   11. interest Due (to date)
   12. Other Charges Due (to date)Amount
   13. Principal Remaining (if any)
   14. The monthly charge figure will calculate the projected monthly charge for this loan based upon the entered settings so far.
   
4. Click "Save New Loan".

5. Success! The new loan has been saved.

   

   For Information on Making a Loan Payment See, Making a Loan Payment

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