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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
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