Tutorial Videos?

How to get the software running on your computer. Creating and configuring your portfolio file(s).
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wtech_josh
Site Admin
Posts: 101
Joined: Tue Jul 30, 2019 7:17 pm

Tutorial Videos?

Post by wtech_josh »

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?
wtech_josh
Site Admin
Posts: 101
Joined: Tue Jul 30, 2019 7:17 pm

Re: Tutorial Videos?

Post by wtech_josh »

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: https://www.moneylenderprofessional.com ... s-Tab.aspx

How to create and customize Statements - https://www.moneylenderprofessional.com ... lates.aspx

Closing Loans when they’re all finished - https://www.moneylenderprofessional.com ... Loans.aspx

Importing Borrowers from Excel – payment and loan imports are kinda similar, so what is said extends a little to those processes, too: https://www.moneylenderprofessional.com ... Excel.aspx

How to Print 1098 Forms - https://www.moneylenderprofessional.com ... Forms.aspx
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