General2 Portfolio Settings

Screenshot of the General2 tab of the Portfolio Settings.

Choose whether dates on statements should look like "01/01/2000" (Short Date) or "January 1, 2000" (Long Date).

Charge interest on day of closing. - Check this box to have new loans accrue interest for the day the loan closes.

Display Name for Sender Email: - Enter a name to control the display name borrowers see on emailed statements; leave it blank to use the lender company name.

Limit Loans Shown in Main List: - Cap how many loans are displayed at once in the list of loans. Selected loans stay visible and hidden loans can still be found with the search box; enter zero for no limit.