Getting Started

Set up your account and learn the basics of LoanAdmin.

• Getting Started

  The Dashboard

  Your home screen: portfolio gauges, active and recent loans, today's reminders and which cards to show.

  4 min readRead
• Getting Started

  Account setup

  The 6 optional steps after sign-up, how to skip or finish them later, and where to change each choice.

  4 min readRead
• Getting Started

  Add a customer

  Add customers from Clients, while creating a loan or from your contacts, with photos and optional details.

  3 min readRead
• Getting Started

  Create your first loan

  Quick guide: pick or add the customer, fill in the loan details, review the summary and create it.

  3 min readRead
• Getting Started

  Where to see what's new in the app

  The What's new window after updating, how to see it again in Settings › About, LoanAdmin announcements, and release notes on the web.

  2 min readRead
• Getting Started

  Using LoanAdmin on the web

  Sign in at loanadmin.app with the same account (Business plan), what's in the web dashboard, Excel exports, managing your Team, and what's different from the phone.

  5 min readRead
• Getting Started

  What LoanAdmin does and doesn't do

  LoanAdmin keeps the record of your loans and payments. It doesn't move money, process your customers' payments or connect to M-Pesa, banks or wallets.

  3 min readRead