How can I keep track of loans that are maturing?

Payoff quotes, refinancing, charge offs, paid in full, zeroing balances and closing loans.
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wtech_josh
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Posts: 18
Joined: Tue Jul 30, 2019 7:17 pm

How can I keep track of loans that are maturing?

Post by wtech_josh » Wed Dec 11, 2019 8:21 pm

There are a couple tricks you can use to make it easy to keep track of loans that are maturing soon:
  • The red exclamation-triangles along the left side of the list of loans will light up when loans are getting close to maturity. Hover or click them to see a message about the exact date of maturity. You can control how many days beforehand this happens from Portfolio Settings > Numbers tab > "show the maturity warning..." Default is 65 days.
  • Add the maturity date column to the main window. File > Moneylender Settings > Columns tab > add "LoanLastPaymentDate" to the Displayed Columns. You can sort on this column to order the loans by which ones mature the soonest.

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