FolioPactYour first agreement
A captioned workflow explainer of the demo: find borrowers, create a loan, review its terms and inspect the statement.
Silent workflow explainer with on-screen instructions and English captions. Fictional demo data. Reviewed 23 October 2026.
Guided practice
Step 1 of 6
Start with fictional data
Open the demo. Its sample records are separate from private accounts, and changes reset when you refresh.
Practice changes reset on refresh. Use made-up information.
Full transcript & chapters
Everything shown in the video is described here. Select a chapter to jump in the player.
Open the demo. Its sample records are separate from private accounts, and changes reset when you refresh.
Choose Borrowers. Use a sample borrower or Add borrower with made-up details.
Choose Loans, then New loan. Check borrower, lender, reference, currency, amount and the source account.
Choose Continue to interest. Match the rate unit, convention, balance basis and dates to your example agreement.
Choose Review loan. Check the complete summary and use Back to fix a detail before Save loan.
Open a loan and inspect its dated statement. Principal, due interest and accrued interest are separate components.