Tip: Checkout the demo videos first, then use the Audio Tour System as your guide because the audio can run in the background as you work in the Loan Manager.

Audio Tour System

1 - Navigation Overview

2 - Personal Loan Data

3 - Personal Loan Setup

4 - Payment Tracking

5 - Business Loan Data

6 - Business Loan Setup

7 - Line of Credit

8 - Business Payment Tracking and End of Year Interest Totals

9 - Document Templates & Automated Workflow

10 - Customizing Document Templates

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Diagrams

Personal Loan Layout

Personal to Third Party Loan Layout

Business Loan Layout