Advances View
In the Advances tab, you can see all of your funded loans and how they are performing. The Advances tab includes information about when the loan was funded, who the borrower is, the type of loan, and more.
Filtering data
By default, the Advances tab will show all advances however this can be filtered by a certain date range. The table uses the 'Funding Date' when populating the date range date.
Exporting data
You can export the table data using the Export Data button on the top right side, it will export the filtered data only if you have a filter on the date range.
Example of the exported data
Summary view
To view information on a specific loan you can click on a row in the table. This will provide a summary view of the loan. This view shows you how the loan is performing and allows you to access the associated documents with it. It displays:
- The full amount that is to be paid back
- How much has been paid back
- How much is left to pay back
- Whether it is an initial loan (this customer's first loan with us) or a renewal (this customer would have previously had a loan and this is a renewal of it)
- Signed documents (these can be downloaded)
Updated 5 days ago