Attaching photos
LoanAdmin has two places to keep photos, and they're not the same:
- Loan photos: the signed contract, the collateral or a proof of payment for that loan. They're kept in Loan Documents.
- Customer photos: their profile photo and up to 5 labeled photos, such as their ID. They're kept on the customer's record and apply to all their loans.
In both cases, photos are picked from your phone's gallery. If you want a new photo, take it with the camera first and then attach it.
Add a photo to a loan
- Open the loan and tap its card to see the Options.
- Tap Loan Documents.
- Tap the + button and choose the document type.
- Choose Photo and pick it from the gallery.
- Check the Description and tap Save.
You can also add them while creating the loan, in the Loan Documents card. Each photo counts as one document toward your plan's limit. Limits, viewing and deleting are covered in Loan documents and photos.
Add photos to a customer
- Open the Clients tab and tap the customer.
- For the profile photo, tap the circle at the top, pick the photo and crop it.
- For the other photos, tap one of the 5 slots under Photos:. Type the Photo Label (for example, "ID" or "Collateral"), tap Save and pick the image. Without a label, the photo isn't added.
- Tap Save to save the customer.
If a slot already has a photo, tapping it lets you choose View Image, Replace Photo or Delete Photo. Customer photos don't count toward the loan's document limit.
Without a paid plan, when you try to upload a photo the app invites you to see the plans. See Plans and free trial.
On the web
On loanadmin.app, loan photos are uploaded from Documents on the loan detail page, and customer photos in the customer form, with up to 5 labeled Photos. See Add a customer.