Help Center
Tutorials, answers, and tips — whether you're on your phone in the field or at your desk on the web.
Your data, protected
PIN or fingerprint/face lock, an encrypted (HTTPS) connection and cloud backups depending on your plan.
Global by design
Available in 5 languages, with several currencies per account (up to 5 on Business).
Mobile-first
Manage your portfolio in the field from your phone; on Business, continue on the web.
Topics
Browse by topic
Pick a topic to see its step-by-step guides.
Getting Started
Set up your account and learn the basics of LoanAdmin.
7 articlesExploreLoans
Create, track, and manage loans end to end.
12 articlesExplorePayments
Record payments, print receipts, and keep the ledger clean.
9 articlesExploreTeam & Capital
Invite collectors, track collections and keep your cash book.
5 articlesExploreReports
Understand performance with customer, loan, and payment reports.
11 articlesExploreAccount
Manage your profile, subscription, backups, and devices.
13 articlesExploreTroubleshooting
Fix common issues around login, sync, and calculations.
7 articlesExplore
Hand-picked
Featured articles
- Team
Team: invite people to work with you
Paid Business plan (not in the trial): invite members by email, roles, seats (5 + 5), client assignment, budgets and what each role sees.
4 min readRead - Payments
Payment reminders on WhatsApp
Today's reminders card, Payments › Reminders, sending in a row. You send each message from your own WhatsApp; nothing is automatic.
3 min readRead - Getting Started
The Dashboard
Your home screen: portfolio gauges, active and recent loans, today's reminders and which cards to show.
4 min readRead
Recently updated
What's new in the Help Center
- account
Contact support (tickets)
Open a ticket, what your plan includes, attaching images on the web, AI-first replies, alerts and closing.
Updated 10/7/2026 - loans
Open-ended Note
A loan with no term: you charge each period's interest on the balance and extra payments reduce the principal.
Updated 10/7/2026 - reports
Web reports: Loan Portfolio and Credit Risk
What each metric means, how the 300–850 score is calculated, currency filter and export.
Updated 10/7/2026 - loans
Loan settings
Choose how the rate is read, installment rounding, which loan types you see and the default late fee.
Updated 10/7/2026 - reports
The loan PDF report
Generate, share or print the Loan Report and choose what the loan summary includes.
Updated 10/7/2026 - loans
Editing or deleting clients and loans, and the trash
What you can edit on a client or a loan, how deleting sends it to the trash for 30 days, Undo, and how to restore it (Team › Trash on the web with Business).
Updated 10/7/2026
Can I add collectors to my account?
Yes, with Team on the paid Business plan (it's not available during the free trial). Go to ☰ › Functions › Team › Invite member, enter their email, choose the Collector role and the clients they will collect from. The invitation lasts 7 days.
Does LoanAdmin send WhatsApp reminders automatically?
No. LoanAdmin prepares the list and the message, and you send each one from your own WhatsApp (Payments › Reminders). WhatsApp's rules don't allow automating debt-collection messages, so there is no automatic sending by WhatsApp, SMS or email. Available on all paid plans and during the trial; loyalty accounts (old one-time purchase) don't have it.
What is Capital and which plan includes it?
Capital is your cash book: cash on hand, capital on the street, monthly profit and every movement. Loans and payments are recorded automatically; contributions and expenses you add by hand. It's included in Professional and Business, and during the free trial.
How do I report a problem or request a new feature?
If something isn't working, open a ticket: in the app, Settings › Help center › Tickets (or Help & Support in the ☰ menu); on the web, Settings › Help center › Tickets. We reply inside the ticket. To request a change or a new feature, or to ask a question, reach us from the contact page on loanadmin.io or email support@loanadmin.app.
Didn't find what you were looking for?
If something isn't working, open a ticket and we'll look into it. To request a new feature or ask a question, reach us from the contact page on loanadmin.io.