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  1. Loans Summary: You can viewan all-time overview of the loans on your account. It displays the following information:

    1. Number of Active Loans: This is the number of loans currently active on your account. This number includes only loans that are in Active status.

    2. Sum of Active Loans: This is the total value of all active loans. This number includes only loans that are in Active status.

    3. Total Loans: This is the number of all loans that have been been given out on your account. This number includes all loans regardless of the status.

    4. Sum of Total Loans: This is the total value of all loans that have been given out on your account. This number includes all loans regardless of the status.

  2. Loans/Applications ListTable: You can viewall the loans and applications on your account on this list. Simply click on Loans to see a list of all loans or click on Applications to see a list of all applications.

  3. Filters: You can filter the loans list or the applications by various filter parameters. Note that you can only filter the list that you are currently viewing, so if you are viewing the loans list the filters will only work on the loans list.

  4. Export CSV: You can export a CSV of your loans or applications at any time. Note that you can only export the contents currently displayed on the table, so if you are viewing the applications list and filter to show only pending applications, the CSV will export a list of pending applications only.

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You can click on any loan in the table to go to the Loan Details Page.

Applications

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Table

The Applications list table brings all of the applications that have been requested by your customers into a searchable list to quickly view their information. The list displays some information about each application, including:

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