Loan MANAGEMENT Software

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Presentation transcript:

Loan MANAGEMENT Software 3 LOAN PLUS Loan MANAGEMENT Software ©2017 Small Loan Software

Loan Plus 3 (LP3) - Login LP3 User Login Screen

Enter Login ID and Password Loan Plus 3 (LP3) - Login Enter Login ID and Password

Loan Plus 3 (LP3) – Main Menu Screen LP3 Main Menu Visible After Login

Loan Plus 3 (LP3) – Main Menu Screen Important Information on Main Menu

Loan Plus 3 (LP3) – Main Menu Screen Company & Branch Name

Loan Plus 3 (LP3) – Main Menu Screen Quick Start Guide & Training

Loan Plus 3 (LP3) – Main Menu Screen Ledger Date, User ID, Drawer Assigned

Loan Plus 3 (LP3) – Main Menu Screen Important Menus Highlighted in Yellow

Loan Plus 3 (LP3) – Main Menu Screen Search Account

Loan Plus 3 (LP3) – Main Menu Screen Create Account

Loan Plus 3 (LP3) – Main Menu Screen Collect Account

Loan Plus 3 (LP3) – Main Menu Screen Todays Business

Loan Plus 3 (LP3) – Main Menu Screen Search Account

Loan Plus 3 (LP3) – Main Menu Screen Allows You to….

Loan Plus 3 (LP3) – Main Menu Screen Search for Customers Account

Loan Plus 3 (LP3) – Main Menu Screen Take Payments

Loan Plus 3 (LP3) – Main Menu Screen View Loan Details

Loan Plus 3 (LP3) – Main Menu Screen Renew Loans

Loan Plus 3 (LP3) – Main Menu Screen View or Print Contracts & Receipts

Loan Plus 3 (LP3) – Main Menu Screen Create Account

Loan Plus 3 (LP3) – Main Menu Screen Allows You to….

Loan Plus 3 (LP3) – Main Menu Screen Create Loan Application

Loan Plus 3 (LP3) – Main Menu Screen Pull Credit Report

Loan Plus 3 (LP3) – Main Menu Screen Collect Account

Loan Plus 3 (LP3) – Main Menu Screen Allows You to …

Loan Plus 3 (LP3) – Main Menu Screen View Status of Past Due Accounts

Loan Plus 3 (LP3) – Main Menu Screen Manage Collections of Past Due Accounts

Loan Plus 3 (LP3) – Main Menu Screen Today’s Business

Loan Plus 3 (LP3) – Main Menu Screen Allows You to …

Loan Plus 3 (LP3) – Main Menu Screen View Details of Daily Accounting

Loan Plus 3 (LP3) – Main Menu Screen View Loan & Payment Amount Details

Loan Plus 3 (LP3) – Main Menu Screen Lets Take a Closer Look Inside the Menus

Loan Plus 3 (LP3) – Main Menu Screen Search Account to Take a Payment

Loan Plus 3 (LP3) – Account Search Screen Search for Customer Account by

Loan Plus 3 (LP3) – Account Search Screen Name, Phone, Address, SSN or Acct #

Loan Plus 3 (LP3) – Account Search Screen Click on Account Name From List

Loan Plus 3 (LP3) – All-In-One Account Screen

Loan Plus 3 (LP3) – All-In-One Account Screen Customer Information

Loan Plus 3 (LP3) – All-In-One Account Screen Payment Details

Loan Plus 3 (LP3) – All-In-One Account Screen Loan Details

Loan Plus 3 (LP3) – All-In-One Account Screen “Quick View” Current Loan Status

Loan Plus 3 (LP3) – All-In-One Account Screen Collection Details

Loan Plus 3 (LP3) – All-In-One Account Screen Account Notes and Inquiries

Loan Plus 3 (LP3) – All-In-One Account Screen Today’s Date is June 29th!

Loan Plus 3 (LP3) – All-In-One Account Screen Last Payment Was Made on June 27th!

Loan Plus 3 (LP3) – All-In-One Account Screen Payment is Not Due Until July 23rd!

Loan Plus 3 (LP3) – All-In-One Account Screen Lets Take a Payment Anyways

Loan Plus 3 (LP3) – All-In-One Account Screen Click On Pay to Take a Payment

Loan Plus 3 (LP3) – All-In-One Account Screen Payment Amount Expected $137.50

Loan Plus 3 (LP3) – All-In-One Account Screen Amount Tendered $140.00

Loan Plus 3 (LP3) – All-In-One Account Screen Change Amount $2.50

Loan Plus 3 (LP3) – All-In-One Account Screen Receipt Created & Printed

Loan Plus 3 (LP3) – All-In-One Account Screen Customer Account Shows Payment

Loan Plus 3 (LP3) – All-In-One Account Screen Exit All Open Screens to Main Menu

Loan Plus 3 (LP3) – Main Menu Screen

Loan Plus 3 (LP3) – Main Menu Screen Taking a Payment Was So Easy!

Loan Plus 3 (LP3) – Main Menu Screen Now Lets Create a Loan

Loan Plus 3 (LP3) – Main Menu Screen Click on Create Account

Loan Plus 3 (LP3) – Application Screen Create Account Opens the Application

Loan Plus 3 (LP3) – Application Screen From the Application Screen You Can …

Loan Plus 3 (LP3) – Application Screen Pull Credit Reports!

Loan Plus 3 (LP3) – Application Screen View Credit Reports!

Loan Plus 3 (LP3) – Application Screen Print Application!

Loan Plus 3 (LP3) – Application Screen Minimum Info in RED to Create Loan!

Loan Plus 3 (LP3) – Application Screen Enter Info and Click Create Account!

Loan Plus 3 (LP3) – Create Loan Step 1 Make Final Changes to Customer Info

Loan Plus 3 (LP3) – Create Loan Step 1 Like Adding a Customer Picture

Loan Plus 3 (LP3) – Create Loan Step 1 Bam!!!

Loan Plus 3 (LP3) – Create Loan Step 2 Enter Loan Amount & Installment Terms

Loan Plus 3 (LP3) – Create Loan Step 3 Print Contracts to Complete The Loan

Loan Plus 3 (LP3) – Create Loan Step 3 OCCC Approved Contract Ready to Print

Loan Plus 3 (LP3) – Create Loan Complete Create Account & Loan Complete!

Loan Plus 3 (LP3) – Create Loan Complete Exit All Screens to Main Menu

Loan Plus 3 (LP3) – Main Menu Screen

Loan Plus 3 (LP3) – Main Menu Screen Lets Collect on Past Due Accounts

Loan Plus 3 (LP3) – Main Menu Screen Click on Collect Account

Loan Plus 3 (LP3) – Collect Account Menu Screen This is the Collect Account Menu Screen

Loan Plus 3 (LP3) – Collect Account Menu Screen Important Information on This Screen

Loan Plus 3 (LP3) – Collect Account Menu Screen Totals for Current Accounts

Loan Plus 3 (LP3) – Collect Account Menu Screen Totals for Past Due Accounts 1-5 Months

Loan Plus 3 (LP3) – Collect Account Menu Screen % of Accounts Collected Today

Loan Plus 3 (LP3) – Collect Account Menu Screen Look at The Bottom of “5 Month”

Loan Plus 3 (LP3) – Collect Account Menu Screen “39” Accounts are “5 Months” Past Due

Loan Plus 3 (LP3) – Collect Account Menu Screen 0/39 = 0% of 39 Have Been Collected

Loan Plus 3 (LP3) – Collect Account Menu Screen Lets Do Some Collections

Loan Plus 3 (LP3) – Collect Account Menu Screen Start at Record “1” Age “5” Months

Loan Plus 3 (LP3) – Collect Account Menu Screen Click “Work Basic Option” Button

Loan Plus 3 (LP3) – Collect Account Menu Screen Customer “Juanita Dixon”

Loan Plus 3 (LP3) – Collect Account Menu Screen Is “5” Months Past Due

Loan Plus 3 (LP3) – Collect Account Menu Screen Past Due $1043.00 Since 06/21/17

Loan Plus 3 (LP3) – Collect Account Menu Screen Call Her Number & Click on “Contact”

Loan Plus 3 (LP3) – Account Details Contact STAFF: “Mrs Dixon, when can you pay?”

Loan Plus 3 (LP3) – Account Details Contact AGUILAR: “By noon, tomorrow the 7th”

Loan Plus 3 (LP3) – Account Details Contact STAFF: “Promise to pay date entered”

Loan Plus 3 (LP3) – Collect Account Menu Screen Account Collection Record Updated

Loan Plus 3 (LP3) – Collect Account Menu Screen Green Means Promise to Pay

Loan Plus 3 (LP3) – Collect Account Menu Screen Click “Next” Thru Next “38” Accounts

Loan Plus 3 (LP3) – Collect Account Menu Screen As Accounts are Collected Today

Loan Plus 3 (LP3) – Collect Account Menu Screen The % Collected will Increase Until 100%

Loan Plus 3 (LP3) – Collect Account Menu Screen Exit to Main Menu

Loan Plus 3 (LP3) – Main Menu Screen

Loan Plus 3 (LP3) – Main Menu Screen Click on Today’s Business

Loan Plus 3 (LP3) – Today’s Screen Today’s Business Contains

Loan Plus 3 (LP3) – Today’s Screen Loans & Payments Today

Loan Plus 3 (LP3) – Today’s Screen Other Accounting Totals Today

Loan Plus 3 (LP3) – Today’s Screen Accounting Captured at Daily Close

Loan Plus 3 (LP3) – Today’s Screen Exit to Main Menu

Loan Plus 3 (LP3) – Main Menu Screen

Loan Plus 3 (LP3) – Main Menu Screen LP3 Is Simple But Extremely Powerful!

Loan Plus 3 (LP3) – Main Menu Screen And There is So Much More …

Loan MANAGEMENT Software 3 LOAN PLUS Loan MANAGEMENT Software ©2017 Small Loan Software