Loan Management

Manage All Users

User Management

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Loans

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Create your first loan using the button above

Create New Loan

Loan Name A descriptive name for this loan

Initial Loan Amount

The original principal amount of the loan

Annual Interest Rate (%)

Annual interest rate as a percentage (e.g., 2.27 for 2.27%)

Loan Length (Years) The total length of the loan in years

First Due Date The date when the first payment is due

Calculated Monthly Payment

$0.00

This will be calculated automatically based on your inputs

Create User

Email Address Required for login

First Name

Middle Name (optional)

Last Name

Password Must be at least 10 characters with uppercase, lowercase, number, and symbol

Role

Edit User

Email Address

First Name

Middle Name (optional)

Last Name

Role

Set Password Leave blank to keep current password. Must be at least 10 characters with uppercase, lowercase, number, and symbol.

Assign Loans

Select Loans

Manage Loan Users

Select Users

Delete User

Are you sure you want to delete this user? This action cannot be undone.

User Profile

External Account Management
This account is managed by an external identity provider. Your email address, name, role, and password cannot be changed within this application. Please contact your system administrator or manage your account through your identity provider.

Email Address

First Name

Middle Name (optional)

Last Name

Current Password Required to change password

New Password Leave blank to keep current password

Delete Loan

Are you sure you want to delete this loan? This action cannot be undone and will delete all associated transactions.