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Im trying to set up my accounts in Loan Trak for the first time and I don understand whats different between a “new” loan and an “existing” loan setup. Are there any general guidelines I can use?

April 26, 2017accounts different existing loan time TRAK understand

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Im trying to set up my accounts in Loan Trak for the first time and I don understand whats different between a “new” loan and an “existing” loan setup. Are there any general guidelines I can use?

1 Answer

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Posted

Yes. The initial Account setup is critical for Loan Trak Pro to produce accurate calculations and automatic updates from this point forward… Loan Trak Pro offers “Wizards” to ease the process of setting up both master Account and Billing Info/Bills Outstanding records.