Moneylender 3 Professional - Loan Servicing Software

User's Guide and
Documentation


Lender Company Info

Screenshot of the Lender Company Info window.

This is the first page of the Lender Wizard. You can get here in a variety of ways when creating or editing a lender, for example: creating a lender when entering a loan, clicking Other Records > New Lender from the main menu, editing a lender from the Manage Lenders window, clicking the Edit (pencil) button when editing a lender association from the bottom of the Settings tab of the Loan Details panel.

To be able to click Finish, you must have non-blank values in the Payable To and Company boxes. All other information is optional.

Payable To – the name that borrowers should write on their checks or payments when sending you money.

Company – the official name that Borrowers will recognize as the lender on their loan. Often this is the same as Payable To.

Service Phone – a phone number for borrowers to call with questions about their loan.

Other Phone – an additional phone number to be used as you see fit on templates and reports in the system.

Fax – your fax number to be used as you see fit on statement templates.

Email Address – the email borrowers should use to contact you about their loan.

Tax ID – your federal Employer Identification Number or other identifying number

Notes – enter any miscellaneous information you like about this lender. (Up to 500 characters.)

Click Next to enter the lender’s address.

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