WEBVTT

NOTE Silent workflow explainer with on-screen instructions.


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Start with fictional data. Open the demo. Its sample records are separate from private accounts, and changes reset when you refresh.


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Find the borrower. Choose Borrowers. Use a sample borrower or Add borrower with made-up details.


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Enter the first advance. Choose Loans, then New loan. Check borrower, lender, reference, currency, amount and the source account.


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Set the agreement terms. Choose Continue to interest. Match the rate unit, convention, balance basis and dates to your example agreement.


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Review before saving. Choose Review loan. Check the complete summary and use Back to fix a detail before Save loan.


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Read the statement. Open a loan and inspect its dated statement. Principal, due interest and accrued interest are separate components.