User's Guide and
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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 Walkthrough
How to Manage Inventory of Assets with Cost Basis
API Setup
Print Escrow Analysis Letter

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 Appendages
  • Template Manager
  • Template Designer
  • Import Templates
• Portfolio Settings
  
  • General Portfolio Settings
  • General2 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 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
  • Extension Accounts
• Expenses
• 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 and Closing Loans
  
  • Payoff Calculator
  • Closing a Loan:
    
    • Balancing the Escrow Account
    • Balancing the Loan
    • Closing Overview
    • Closing Complete
• Variable Interest Rate Indexes
• Inventory List
• Inventory Item
• Tools
  
  • Generate Payment History
  • Copy Selected Loans to a Different Portfolio
  • Select Loans from List
  • Bulk Update Interest Rates Tool
  • Bulk Change Maturity Date Tool
• Networking
  
  • Setup:
  • Portfolio Network Settings
  • Portfolio Users
  • Edit User
  • Connecting:
  • Connect to Network Portfolio
  • Portfolio Login
• 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