Moneylender Forums

Save the attached file to your computer. In Moneylender click Servicing > Manage Templates > Import (arrow towards disk) button > Change Source > browse to where you save the attached file > choose the file > check the box for Payment Receipt > Import Checked. Select a loan and print this template t...

You have a few ways to handle this. Make sure "lenient late fees" is turned on. There’s a setting in Portfolio > Portfolio Settings > General tab > “Small outstanding amounts don’t trigger late fees.”. When this is checked, if the amount due at the end of the grace period is ¼ of the regular payment...

Loans have “three” due dates in Moneylender to enable it to always know what date we’re currently billing for... Current Due Date – driven forward by the advancement of time. There’s a setting in Portfolio > Portfolio Settings > Numbers tab > “Statements and main window use amount due from X days in...

A lot of people look at the principal reported on form 1098 and believe there is an error. This is the principal balance at the beginning of the day at the beginning of the calendar year in question. So the 1098 form for tax year 2019 has the principal balance of the loan at the beginning of 2019 , ...

If anybody is having trouble getting the 2019 forms into their portfolio, download the attachment to your computer and you can import the templates from that file.

When a borrower is late, but only pays the regular payment, and you don't want to have the late fees showing as outstanding on the loan or affecting the loan's current/past-due status, here's a quick way to tell Moneylender not to worry about getting the extra money owed from the late fee right away...

You need an account with at least one of the credit bureaus, and you can upload the Metro2 files that Moneylender generates through each of their online systems once you have an account. Once you have an account, you'll submit your first file for testing/verification. You'll probably get a response ...

Our borrower has been mostly acceptable with a few stumbles, but overall we're happy with their repayment, how do we tell Moneylender that we want them to be current? I don't want to waive any interest or fees or anything, but I want the loan to look like they're current. Without affecting the actua...

People ask what tips can you give me to get started? Here's a list of some of the cool capabilities you'll probably want to turn on in Moneylender right away: Automatic Backups - File > Moneylender Settings > Backup tab - specify a cloud-synchronized folder like dropbox or onedrive for the backups a...

Bankruptcy courts use a standard proof of claim form, and the attached template file is a version of the payment distribution report that will very closely match that Proof of Claim format. If anyone has tried submitting this report directly, please let us know if the court accepted it or not. I tal...