Export Loan Charges

General

At times, you may want to export the charges on a loan so you can run further analysis of the numbers in excel or easily show the customer the charges that have been assessed. While there are reports for loan charges, the easiest way to get all the charges for a specific loan is from inside of that loan.

How to

To export loan charges, navigate to Servicing > Charges inside the loan. Click the options button in the top right, and then click "Excel Data Dump" from the menu. This will download a CSV file containing charge data to your computer.

Your web browser (typically Chrome, Firefox, Internet Explorer, Safari, Opera, or Edge) will determine where to save the file, or give you the choice to open it. This has nothing to do with LoanPro. CSV files can be opened by many applications, but most commonly they are used in spreadsheet programs like OpenOffice Calc, Microsoft Excel, or Apple Numbers.


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