Search found 55 matches

by wtech_josh
Thu Feb 25, 2021 12:37 pm
Forum: Statements and Servicing
Topic: Print Any Template, but I don't see Escrow Analysis, Payoff Quote, etc.
Replies: 0
Views: 990

Print Any Template, but I don't see Escrow Analysis, Payoff Quote, etc.

In Moneylender, only the “Statement, Letter, or Contract” template type doesn’t require some special information. Those are the templates that can be printed from the Servicing menu (that includes printing from Print Any Template and choosing one). All other types of template fit into other places i...
by wtech_josh
Fri Jan 08, 2021 1:00 pm
Forum: Installation / Portfolio Setup
Topic: What if someone steals my computer?
Replies: 1
Views: 1398

Re: What if someone steals my computer?

Add a strong password to your portfolio – Portfolio > Configure Portfolio Users > add a user account for yourself and give it all the permissions and choose a really strong password > click Save. ml3 create user.png Now select yourself and click the Primary (star) button to mark your account as a fi...
by wtech_josh
Fri Jan 08, 2021 12:49 pm
Forum: Installation / Portfolio Setup
Topic: What if someone steals my computer?
Replies: 1
Views: 1398

What if someone steals my computer?

I’d like to talk to you about this. My issue is that I’m trying to determine how to secure the data. Since I am running a lending company like a lot of your clients, and I am going to be taking on investors who are going to be investing an awful lot of money in my company, if they ask me about secur...
by wtech_josh
Mon Dec 28, 2020 4:51 pm
Forum: Statements and Servicing
Topic: 1098 Forms for 2020?
Replies: 1
Views: 983

Re: 1098 Forms for 2020?

At the latest, 12/31/2020. Moneylender won't print them until 1/1 anyway (it runs the numbers for the previous calendar year when generating the templates). So, anytime after the new year, follow the steps on this page to generate your 2020 Form 1098s. https://moneylenderprofessional.com/help3/guide...
by wtech_josh
Mon Dec 28, 2020 4:50 pm
Forum: Statements and Servicing
Topic: 1098 Forms for 2020?
Replies: 1
Views: 983

1098 Forms for 2020?

When do you expect to have 1098 Forms for year 2020 available?
by wtech_josh
Sun Oct 25, 2020 4:39 pm
Forum: Installation / Portfolio Setup
Topic: Tutorial Videos?
Replies: 1
Views: 1211

Re: Tutorial Videos?

Here are the videos that come to mind: General Introduction – create portfolio, add loans, add payments, print statements, run reports: https://www.moneylenderprofessional.com/help3/ Details on everything on the Settings tab – all the particulars of what different configuration options will do: http...
by wtech_josh
Sun Oct 25, 2020 4:38 pm
Forum: Installation / Portfolio Setup
Topic: Tutorial Videos?
Replies: 1
Views: 1211

Tutorial Videos?

I saw a video about setting it up. An hour or so, I think. Can you point me in the right direction to find all of your tutorials?
by wtech_josh
Thu Oct 22, 2020 3:33 pm
Forum: Configuring Loans
Topic: Prorated Tax Payment
Replies: 1
Views: 1760

Re: Prorated Tax Payment

This has an easy answer – add an adjustment of $1400 to the EscrowDue account (Settings tab > Adjustments section > New (plus) button > set account to EscrowDue). This tells Moneylender that there’s $1400 scheduled to be collected into the escrow account. Because regular payments always pay any escr...
by wtech_josh
Thu Oct 22, 2020 3:31 pm
Forum: Configuring Loans
Topic: Prorated Tax Payment
Replies: 1
Views: 1760

Prorated Tax Payment

I have a loan where the borrower owes $1,400 for pro-rated property taxes. This was not collected at closing but is due before December 31st. What is the best way to enter this into Moneylender? My thoughts were to enter it as an escrow charge that’s due on December 31st? I want to be sure that it d...
by wtech_josh
Mon Oct 12, 2020 2:48 pm
Forum: Management and Financials
Topic: Amortized Engine Order
Replies: 3
Views: 3303

Re: Amortized Engine Order

Their lack of understanding does not make them correct. They signed an agreement to pay a debt, and that debt has a written and authorize accumulation of interest and fees. Don’t be afraid that the borrower is upset, it’s not your job to force them to comprehend. You can, by choice offer to help the...