Loans Page

The Loans Page contains information about all the Loans and Applications on your account. To get to this page, just click Loans from the top menu. Here are a few ways you can interact with the Loans Page:

1. Loans Summary: This is an 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. Filters: You can filter the applications by Application ID, Application Status, Applicant Email, Applicant Name, Requested Date

3. Loans/Applications Lists:

4. Export CSV:

Applications List

The Applications list brings all of the applications that have been requested by your customers into a searchable list to quickly view their information. To see the list, head over to Loans > Applications. Applications List:

2. Applications List: A list of all applications that have been submitted by your customers. It displays some information about each application, including:

   1. Status

   2. Application ID

   3. Applicant’s Email

   4. Applicant’s Name

   5. Requested Amount

   6. Repayment Amount

   7. Requested Date

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