Requesting a copy of your data and how long we keep it
Your clients, loans and payments belong to you. This page explains how to ask us for a copy and what we do with your information while your account exists.
Requesting a copy of your data
With the Request my data button
When your trial or subscription has ended, LoanAdmin shows a Request my data button. You'll find it in:
- App: the screen that appears when your trial or subscription has ended, and in Team when you see the Your team is paused notice.
- Web (loanadmin.app): the View-only mode bar at the top, the end-of-trial screen, the Backup page and the paused-team screen.
When you tap it, the app confirms with Request received and tells you which email address the copy will be sent to. If you already asked and the request is still in progress, you'll see We already received your request and no new request is created.
What you receive
- An email at the address you use to sign in to LoanAdmin, with a Download my data link.
- The link downloads a
.zipfile with your clients, loans, payments and settings in JSON format. - For security, the link expires after 7 days and nothing is attached to the email.
- We send one copy per account every 7 days. If you ask again sooner, our team reviews the request.
The copy is only ever sent to your account email, never to another address. If your account has no email, or if you are a member of someone else's team, our team reviews the request manually and gets back to you.
If you don't see the button
If your plan is active you won't see the button, but you can still ask for a copy: open a ticket from the menu (☰) → Help & Support → Create ticket, or email support@loanadmin.app from your account address.
How long we keep your information
While your account exists
We keep your clients, loans and payments for as long as your account exists. In addition, your plan includes a history period:
- Loyalty: 2 years of history.
- Essential: 3 years.
- Professional: 4 years.
- Business (and the 60-day trial): unlimited history.
We currently don't delete accounts automatically for inactivity.
If your trial ends without a subscription
If the 60-day trial ends and you don't subscribe, we delete your backups and the files stored in your account, such as your clients' photos, your profile photo and your company logo. Your clients, loans and payments are not deleted.
Collection locations in Team
If you use Team (Business plan) and your collectors record payments with location, the coordinates are removed from the payment after 90 days. The payment and the name of the person who collected it remain; only the location is removed.
When you delete your account
When you delete your account, we delete your access and your account data: clients, loans, payments and settings. This can't be undone, so request your copy first. If you want to confirm that nothing was left behind, write to us and we'll check. See How to delete your account and your data.