Getting started with Loan Management

Where to find it

Industry modules are part of the Enterprise plan. Open Loan Management from the Dashboard (under Property & Services). If you do not see it, ask your admin to give your role the hotel management permission in User Management > Role Permissions.

First steps

1. Borrowers - press Add Borrower.
2. Loans - press New Loan: amount, rate, term and schedule.
3. Disburse the loan and set the Disbursement Date.
4. Collateral - press Add Collateral to register what secures it.
5. Collections - press Record Payment as repayments come in.

The dashboard shows active, overdue and defaulted loans, payments due in the next 7 days and the portfolio balance.