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Table of Contents
Moneylender 3 - 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 System Walkthrough

Documentation
Loan Sub-Accounts
Loan Engines

• Main Window
• Moneylender Settings
  
  • General
  • Columns
  • Email
  • Backup
• Templates
  
  • Creating / Editing
    
    • Template Name, Purpose, Paper Type
    • Template Size
    • Template Email Settings
  • Template Manager
  • Template Designer
  • Import Templates
• Portfolio Settings
  
  • General Portfolio Settings
  • Portfolio Network Settings
  • Portfolio Numbers and Currency
  • Default Values for New Records
  • Fee Schedule
  • Custom Fields
• Creating Loans
  
  • Account Number, Borrower, Lender
  • Amortized Loans
    
    • Principal and 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 and Late Fees
  • 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
  
  • Split Payment
• Loan Records (Settings tab)
  
  • Loan Settings
  • Adjustments
  • Payment
    • Payment Calculator
  • Late Fees
  • Other Fees
  • Borrower Settings
  • Lender Settings
  • Special Situations
• 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
• Payoff and Closing Loans
  
  • Payoff Calculator
  • Closing a Loan:
    
    • Balancing the Escrow Account
    • Balancing the Loan
    • Closing Overview
    • Closing Complete
• Variable Interest Rate Indexes
• Tools
  
  • Generate Payment History
  • Copy Selected Loans to a Different Portfolio
  • Select Loans from List
• Networking
  
  • Setup:
  • Portfolio Network Settings
  • Portfolio Users
  • Edit User
  • Connecting:
  • Connect to Network Portfolio
  • Portfolio Login

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