Search found 57 matches

by wtech_josh
Wed Jul 07, 2021 10:03 pm
Forum: Statements and Servicing
Topic: Simple Annual Report for Loans
Replies: 0
Views: 90

Simple Annual Report for Loans

For lenders that might need to send an annual report to stay in compliance with local laws, I've attached a template to this post that will serve as a good starting point. IMPORTANT - FOLLOW THESE INSTRUCTIONS TO INSTALL If you skip steps on these instructions, you may have trouble adding this templ...
by wtech_josh
Fri Jun 25, 2021 10:19 pm
Forum: So my borrower just...
Topic: Their payments are all over the place and I just want it to show that they're current.
Replies: 1
Views: 8877

Re: Their payments are all over the place and I just want it to show that they're current.

An update added the menu option - Loan > Mark Loan Current. This will add an adjustment on the date before the current due date to wipe out all the past due amounts.
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: 1183

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: 1610

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: 1610

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: 1153

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: 1153

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: 1395

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: 1395

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: 2008

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...