Servicing

Overview

This section covers daily operations for managing active loans - from disbursement through payoff.

Key Activities

Activity	Description
Loan Tracking	Monitor loan status and account details
Payments	Record and manage payment processing
Transactions	View and manage financial transactions
Documents	Manage loan documents and statements
Covenant Monitoring	Track compliance and resolve violations
Notifications	View notification history for loans

Operations Guides

Loan Tracking

Monitor loan status, view account details, and navigate loan information tabs.

Payments

Record payments and view payment history and allocation.

Transactions

View and manage loan transactions.

Documents

Manage loan documents and generated statements.

Covenant Monitoring

Monitor covenant compliance and resolve violations.

Notifications

View notification history for loan servicing communications.

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Related Configuration

For setup and configuration of servicing features, see:

• Covenants Setup

• Notifications Setup

• Document Templates Setup

Note: Many servicing parameters (payment allocation, interest calculation, fee rules, schedule modifications) are configured at SDK level. Contact your implementation team for changes.

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For additional support, consult your implementation team.