Moneylender Professional - Loan Servicing Software

Other Records Menu




Other Records Menu



Available from the main menu, the Other Records menu allows you to create and manage borrowers, lenders, and third party records. You can also print certain tax forms.



New Borrower opens the Borrower Wizard with a new borrower record. When the wizard is complete, the borrower is added to the portfolio.

New Borrower Wizard

Manage Borrowers opens the Manage Borrowers dialog for creating, finding, editing, and deleting borrower records.

Manage Borrowers

New Lender opens the Lender Wizard with a new lender record. When the wizard completes, the lender is added to the portfolio.

Lender Wizard

Manage Lenders opens the Manage Lenders dialog for creating, editing, and deleting lender records.

Manage Lenders

New Third Party opens the Third Party Wizard with a new third party record. When the wizard completes, the third party is added to the portfolio.

Third Party Info

Manage Third Parties opens the Manage Third Parties dialog for creating, finding, editing, and deleting third party records.

Manage Third Parties

Print 1099 MISC Forms and Print 1098 Forms allows you to print tax forms for lenders and borrowers.



Print 1099 MISC Form

Print 1098 Form

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