Loan Settings

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Payment Authorization

Introduction. The payment authorization is designed to be read in order to obtain verbal consent from your customers before you process payments. The payment authorization text will be displayed on t…

Updated 1 month ago by Sloan

Create a Schedule Roll

This article explains what a schedule roll is and the steps to create a schedule roll in LMS.

Updated 1 month ago by Andy

Interest Tiers

General. Interest tiers are designed so that the interest rate on your loans can be automatically assigned based on the loan amount if you choose to have them assigned that way. Interest rates assign…

Updated 6 months ago by Sloan

Custom Account Numbering

This article explains the custom account numbering in LMS.

Updated 4 months ago by Cole

Roll Schedule Templates

Introduction. A typical payment schedule is one that has similar payments and a single interest rate throughout. You may want to customize the payment schedule on your loan. Often, custom payment sch…

Updated 2 months ago by Sloan

Associated Companies Inside a Loan

This article goes over how to assign an associated company to a loan.

Updated 6 months ago by Cole

Loan Settings

Introduction. This section of a loan lets you control all loan settings that don’t directly affect how the loan is calculated. Loan Settings are the options on a loan that don't affect how it's calcu…

Updated 2 months ago by Jackson Stone

Loan Settings

Payment Authorization

Create a Schedule Roll

Interest Tiers

Custom Account Numbering

Roll Schedule Templates

Associated Companies Inside a Loan

Loan Settings

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