Moneylender 3 User's Guide Moneylender 3 User's Guide
  • user icon User Options
    • Moneylender 3
    • Moneylender Website
    • Buy Now
    • Account Login
    • Forum
    • Contact Us
  • Getting Started
  • Guides
    • Creating A New Portfolio
    • Upgrading from Moneylender v.2
    • Waiving a Late Fee
    • Deferring a Payment
    • Amortized Payments with a Balloon
    • Importing Borrowers from Excel
    • Custom Statements and Letters
    • Printing 1098 Forms
    • Record Values for Report Columns
    • The Settings Tab
    • Closing Loans
    • AutoPay Setup and Walkthrough
    • How to Manage Inventory of Assets with Cost Basis
    • API Setup
    • Print Escrow Analysis Letter
  • Documentation
    • Main Window
    • Loan Engines
    • Loan Sub-Accounts
  • Moneylender Settings
    • Settings
    • General
    • Columns
    • Email
    • Backup
  • Creating & Editing Templates
    • Template Name, Purpose, Paper Type
    • Template Size
    • Template Email Settings
    • Template Appendages
    • Template Manager
    • Template Designer
    • Import Templates
  • Portfolio Settings
    • General Portfolio Settings
    • General 2 Portfolio Settings
    • Portfolio Network Settings
    • Portfolio Numbers and Currency
    • Default Values for New Records
    • Fee Schedule
    • Custom Fields
    • Expenses
  • Creating Loans
    • Account Number, Borrower, Lender

    • Amortized Loans:

    • Principal & Interest
    • Payment Schedule
    • Payment Amount

    • Revolving / Line of Credit:

    • Credit Limit, Interest, Open Date
    • Cycle, Payment Amount, First Draw

    • Cash/Title Loans:

    • Amount, Interest, Dates
    • Payment Amount
    • Grace Period & Late Fees

    • Informal Loans:

    • Amount, Interest

    • New Loan Templates:

    • Manage Loan Templates
    • Edit Loan Template
  • Importing Loans
    • Getting Ready
    • Choose Source File
    • Choose Lender
    • Choose Loan Wizard
    • Wizard Mapping
    • Borrower Matching
    • Borrower Mapping
    • Post Process Edits
    • Additional Configuration Records
    • Additional Settings Mapping
    • Backup Portfolio
    • Progress
    • Results
  • Payments
    • Regular Payment
    • Split Payment
  • Loan Records (Settings Tab)
    • Loan Settings
    • Adjustments
    • Payment
    • Payment Calculator
    • Late Fees
    • Other Fees
    • Borrower Settings
    • Lender Settings
    • Special Situations
    • Extension Accounts
  • Borrowers
    • Borrower Name
    • Phone and Email
    • Mailing Address
    • Physical Address
    • Employer
    • Borrower Custom Info
    • Borrower Metro2 Fields
  • Lenders
    • Lender Company
    • Mailing Address
    • Physical Address
    • Lender Custom Info
    • Lender Metro 2 Fields
  • Reports
    • Report Manager
    • Report Editor
    • Column Editor
    • Filter Editor
    • Import Templates
  • Escrow
    • Manage Escrow Account
    • Manage Escrow Disbursements
    • Edit Escrow Disbursement
    • Escrow Charge Calculator
    • Manage Escrow Charges
    • Edit Escrow Charge
    • Print Escrow Analysis Letter
  • Payoff & Closing Loans
    • Payoff Calculator
    • Refinance Calculator

    • Closing a Loan:

    • Balancing the Escrow Account
    • Balancing the Loan
    • Closing Overview
    • Closing Complete
  • Variable Interest Rate Indexes
    • Variable Interest Rate Indexes
  • Inventory Tracking
    • Inventory List
    • Inventory Item
  • Tools
    • Generate Payment History
    • Copy Selected Loans to a Different Portfolio
    • Select Loans from List
    • Bulk Update Interest Rates
    • Bulk Change Maturity Date
    • Bulk Add Late Fees
  • Networking

    • Setup:

    • Portfolio Network Settings
    • Portfolio Users
    • Edit User

    • Connecting:

    • Connect to Network Portfolio
    • Portfolio Login
  • AutoPay Service
    • Enroll Portfolio in AutoPay
  • Regional

    • United States

    • Form 1098 - Mortgage Interest Statement:

    • Preparation
    • Borrower Selection
    • Correction
    • Printing for Borrowers
    • IRS Filing Options
    • We eFile Your Returns
    • You eFile Your Returns
    • You Print Your Returns

    • Credit Data Furnisher - Metro2 Reporting:

    • Create Metro2 Report
    • Metro2 Settings
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