This section covers daily operations for managing active loans - from disbursement through payoff.
Monitor loan status and account details
Create transactions and distribute payments across client loans
Manage loan documents and statements
Track compliance and resolve violations
View notification history for loans
Operations Guides
Monitor loan status, view account details, and navigate loan information tabs.
Create client-level transactions and distribute payments across loans. Smart Distribution automates allocation; manual distribution provides control.
View payment records on individual loans.
Manage loan documents and generated statements.
Monitor covenant compliance and resolve violations.
View notification history for loan servicing communications.
View notes capabilities
For setup and configuration of servicing features, see:
Note: Many servicing parameters (payment allocation, interest calculation, fee rules, schedule modifications) are configured at SDK level. Contact your implementation team for changes.
For additional support, consult your implementation team.
