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Step-By-Step Guide to Creating a New Loan:

  1. From the chosen tenants page, click the "Tracking" tab. 
  2. Click "Create New Loan".
  3. From there, fill in:
    1. Name of the Loan
    2. Select Loan Type (This will determine the default interest rate)
    3. Loan Amount
    4. Start Date
    5. Loan Term (In Months)
    6. Interest Rate (Set to default by loan type, however, can be edited)
    7. Post Charges Date (Day the loan charge will be posted monthly)
    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)
  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


Video Demonstration:




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