Moneylender 3 User's Guide

User Options
- Moneylender 3
- Moneylender Website
- Buy Now
- Account Login
- Forum
- Contact Us

Getting Started
Guides
Documentation
Moneylender Settings
- Settings
- General
- Columns
- Email
- Backup
Creating & Editing Templates
Portfolio Settings
Creating Loans
- Account Number, Borrower, Lender
- Amortized Loans:
- Principal & Interest
- Payment Schedule
- Payment Amount
- Revolving / Line of Credit:
- Credit Limit, Interest, Open Date
- Cycle, Payment Amount, First Draw
- Cash/Title Loans:
- Amount, Interest, Dates
- Payment Amount
- Grace Period & Late Fees
- Informal Loans:
- Amount, Interest
- New Loan Templates:
- Manage Loan Templates
- Edit Loan Template
Importing Loans
Payments
- Regular Payment
- Split Payment
Loan Records (Settings Tab)
Borrowers
Lenders
Reports
Escrow
Payoff & Closing Loans
- Payoff Calculator
- Refinance Calculator
- Closing a Loan:
- Balancing the Escrow Account
- Balancing the Loan
- Closing Overview
- Closing Complete
Variable Interest Rate Indexes
- Variable Interest Rate Indexes
Inventory Tracking
- Inventory List
- Inventory Item
Tools
Networking
- Setup:
- Portfolio Network Settings
- Portfolio Users
- Edit User
- Connecting:
- Connect to Network Portfolio
- Portfolio Login
AutoPay Service
- Enroll Portfolio in AutoPay
Regional
- United States
- Form 1098 - Mortgage Interest Statement:
- Preparation
- Borrower Selection
- Correction
- Printing for Borrowers
- IRS Filing Options
- We eFile Your Returns
- You eFile Your Returns
- You Print Your Returns
- Credit Data Furnisher - Metro2 Reporting:
- Create Metro2 Report
- Metro2 Settings

Borrower Metro2 Data

Enter the required information to be included with the borrower in Metro2 reports.

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