LoanAdmin/Help Center
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  1. Help Center
  2. Loans

Loans

Create, track, and manage loans end to end.

  • Loans

    Creating a loan

    Choose Fixed-01 or Amorti-01, fill in nine fields, review the summary, and share the first receipt.

    5 min readRead
  • Loans

    Loan list

    Active vs. Inactive toggle, customer-centric rows, alphabetical grouping, and search.

    3 min readRead
  • Loans

    Loan detail

    Header plus one card per loan — balance, schedule, mora. Actions live in the menu.

    4 min readRead
  • LoansComing soon

    Amortization (Amorti-01)

    How Amorti-01 splits each installment between principal and interest.

    4 min readRead
  • LoansComing soon

    Late fees (mora)

    Turn mora on per loan and charge it at payment time.

    3 min readRead
  • LoansComing soon

    Attaching documents

    Store contracts, IDs, and proof files against each loan.

    3 min readRead
  • LoansComing soon

    Attaching photos

    Photos of collateral, signatures, or receipts live alongside the loan.

    2 min readRead
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