Loan details capture terms, funding, status, servicing setup, reporting fields, and compliance dates for a loan.

Before Creating a Loan

A loan must be connected to a property. If the client does not have a property, add the property first.

Create a Loan

1. Go to Modules -> Loans and select Add Loan, or open a client/property and add a loan from there.
2. Select the client.
3. Select the property.
4. Continue to the loan detail screen.
5. Complete loan information.
6. Save the loan.

Basic Info

Basic Info includes fields such as:

• Loan status
• Loan number
• Loan type
• Loan amount
• Loan group
• Obligation date
• Interest start date
• Interest rate