Loan Servicing Software Tutorial

Learn how to use the LoanMaster loan servicing software by viewing or printing a series of short lessons. None of these lessons is more than ten minutes in length but they step you through the various procedures in a step by step easy to understand manner.

It is not necessary to take them in numeric order but It is necessary to do lesson 1 first. Each additional lesson will list any prerequisites at the top of the first page.

These documents are optimized for printing. They are viewable in your browser but the graphics may be distorted at some levels of Zoom. If you have distortion of graphics on your screen, experiment with Zoom ratios of 75% to 125%. Better yet, just print it and do the lesson with the demo on screen.

Complete tutorial document - 10 MB PDF file (157 Pages)

Individual lessons:

Lesson 1 - Finding Loans

Lesson 2 - Updating Loans / Daily Servicing

Lesson 3 - Posting Normal Payments

Lesson 4 - Reversing Normal Payments

Lesson 5 - Reversing Other Transactions

Lesson 6 - Viewing Loans - Mortgage Loan with Origination Fee

Lesson 7 - Viewing Loans - IRS Installment Sale with Deferred Gain

Lesson 10 -Creating Loan Customer / Borrowers

Lesson 21 - Creating New Loan - Simplest Case

Lesson 22 - Creating New Loan - IRS installment Sale with Deferred Gain

Lesson 23 - Creating a New Loan - Construction Loan with Floating Rate, Interest Only, and Multiple Advances

Lesson 26 - Using the Calculator to Create a Loan Servicing Record

Lesson 27 - Creating a Loan Collateral Record - Real Estate Loan

Lesson 31 Posting Misc Loan Transactions

Lesson 42 Loan System Options and Loan Default Values

Lesson 61 Introduction to Loan Participations

Lesson 62 Creating New Loan Participations

Lesson 63 Servicing Loan Participations

Loan Master Loan Calculator