Making a cash advance
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To start a new cash advance loan Loan.

Go to the Clients Window. At the lower left hand corner of the window you will see a button called New Account. Click on this button to create a new account.



When you click the New Account button the window is cleared of all information and you are ready to type in information regarding the customer. It is basic data entry. You start at the Personal Tab then proceed to each additional Tab until you have all of the information your company requires for a loan. (Example: Employment/Income information, if a title loan, information on the Vehicle, you may have a Co-Applicant and you may want to enter several personal contacts of the customer.


Personal Tab
Contains personal information about the customer such as First and Last Name, Date of Birth, Age, Home Phone, Cell Phone, Current Address, Previous Address, etc.


Employment/Income Tab
Contains information regarding the customers employment such as Employer Name, Phone, address information, salary, etc.


Co-Applicant Tab
Contains information regarding a Co-Applicant if there is one.


Contacts Tab
Contains information on the customers contacts. Persons you may need to contact to locate the customer such a friend, mother, father, girlfriend, etc.

Once you have entered all of the required information as requested by your company management, you proceed to the Loans Tab.



You click on the New Loan button located a the lower left hand corner of the window. All information is cleared and you now select the type of loan desired. In this case, Cash Advance.



Once you have selected Cash Advance, the loan Number automatically appears to the right of the Type of Loan designated by Number. In this case CA101. The cursor automatically highlights the Loan Amount. You must now enter the amount of the Loan.



In the graphic below, we show a loan in the amount of $500.00. The program automatically populates the Fee/Interest for the loan based upon settings in your Company Setup. It also populates the Loan Date and the Next Payment Date. The bank information is populated automatically based up what was previously entered in the Employment/Income tab.


You collect the customers check and enter the customers check number in the Check Received area.



You now click on the Save+Print button and the following Print window appears showing the Clients Name, the Loan Amount, the number of Copies to print (1 for customer/1 for filing) and the Contact. The contract is automatically populated based upon your Company Setup (This may be changed by clicking on the arrow to the right of the Contract Name but normally is not used).



You now click the Print button and the contract and all required documents for your area will be sent to your printer. It's that simple.

A loan normally takes around 5 minutes from start to finish. Of course, your times may vary based upon how much information is keyed in about the customer, employment, vehicle, co-applicant, contacts, etc.