Tutorial Videos?

How to get the software running on your computer. Creating and configuring your portfolio file(s).
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wtech_josh
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Posts: 112
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: 112
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
Chaelend
Posts: 2
Joined: Fri Aug 14, 2026 8:28 am

Re: Tutorial Videos?

Post by Chaelend »

Thanks for sharing these tutorial links. Having them organized in one place makes it much easier for new users to find the right information. The guides on setup, settings, statements, and loan management should be helpful for anyone getting familiar with the software. Appreciate you taking the time to share this resource.
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