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41. 4.1. Creating a Conversion Loan

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 4: Conversion Loans
      Follow the steps to add a new loan using the following : Description - 'Conversion Loan' Origination date - one pay period before the first repayment due on the former vendor's amortization schedule - you want the first payment on the ftwill...

42. Part 4: Conversion Loans

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 4: Conversion Loans
    Click the 'Global Loans Report' link; you have options here to print a list of all loans as of the date you select, or to print the annual loan report.

43. 3.5. Loan Reports

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan Reports
    Click the 'Global Loans Report' link; you have options here to print a list of all loans as of the date you select, or to print the annual loan report.

44. 3.4. Deleting a Loan

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan Reports
    Click the 'Global Loans Report' link. Select the loan from the 'Defaulted Loans' drop down box and click the 'Delete' button. Note that you will need to un-post and delete any transaction batches associated with the loan from the Transaction menu. ...

45. 3.3. Offsetting a Defaulted Loan

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan Reports
    Click the 'Global Loans Report' link. Select the loan from the 'Defaulted Loans' drop down box and click the 'Select' button. Click the 'Default Loan' link. You'll see a screen where you can adjust the offset date, which populates with the date of t...

46. 3.2. Defaulting a Loan (Deemed Distribution).

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan Reports
    Click the 'Global Loans Report' link. Select the loan from the 'Active Loans' drop down box and click the 'Select' button. Click the 'Default Loan' link. You'll see a screen where you can adjust the default date, which populates with a date based on...

47. 3.1. Posting Loan Repayments.

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan Reports
    On the main loans screen you will see details of loan repayments due. There are options at the top of the screen on which loans you see and the date range of repayments that you see - you can select to see repayments due in the next 7, 15, 30, 45, 6...

48. Part 3: Servicing Loans and Loan Reports

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 3: Servicing Loans and Loan Reports
    Select ‘Transactions’ then ‘Loans’ from the Compliance Menu to get to the main loan screen.

49. 2.2. Print Paperwork and Post Transactions

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.
    Click the 'Print Loan Documents and Post Transactions' link to see the following options: Print loan paperwork - there's an amortization schedule available in Microsoft Word or Excel and a promissory note available in Word; or you can produce the ...

50. 2.1. Create a new participant loan

    Created On: 12/04/2024 in DC Compliance Compliance Loan User Guide Part 2: Create a New Loan in the Loan Module.
    Select ‘Transactions’ then ‘Loans’ from the Compliance Menu, then click ‘Add New Loan’ and either select a pending loan or click ‘Add New’.  If adding a new loan you will see a list of participants in a drop-down box; select the participant for whom...

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