1. Loan MANAGEMENT Software3
LOAN PLUS
Loan MANAGEMENT Software
©2017 Small Loan Software

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

56. Loan Plus 3 (LP3) – Main Menu Screen

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

75. Loan Plus 3 (LP3) – Main Menu Screen

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

102. Loan Plus 3 (LP3) – Main Menu Screen

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

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

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

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

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

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

109. Loan Plus 3 (LP3) – Main Menu Screen

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

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

112. Loan MANAGEMENT Software3
LOAN PLUS
Loan MANAGEMENT Software
©2017 Small Loan Software