Finding an existing loan (all types)
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To find an existing loan, open the Clients Window by clicking on File and Clients.



Now use the Client Lookup drop down to select the Client/Customer. In this case, Donnymyer, Samantha.



Now go to the loans tab. The loans tab contains information on all loans by the client/customer.


Note: If your mouse contains a roller wheel you can simply roll the wheel to select the different loans of the client/customer.


Now click on the Find a Loan button (the binoculars). When you click the button the following window appears.



Now you double-click on the loan you are searching for and the loans tab will be populated with information about the selected loan.

Note: If you get to this point and realize that you have selected an incorrect client/customer, you can go back to the Personal Tab then use the Client Name drop down by clicking the arrow to the right of it and select a different client/customer.