See detail of a Loan


1.- When entering the system, it will redirect to the "Dashboard" module, you must click on "Loans & Credit Line", from the left side menu:



2.- Click on the "Details" icon.



3.- The data will be displayed as a label in the following sections:

  • "Loans Information". 
  1. ID*
  2. Entity´s assets
  3. Amount
  4. Status- If it is Liquidated it will be shown as "Inactive"
  5. Interest rate 
  6. Amortization
  7. Maturity
  8. Start date
  9. The "Edit" button
  10. The "Delete" button




4.- In the Payment Properties section, the following Will be displayed:

  1. Property ID 
  2. Address
  3. Share
  4. Loan amount share
  5. Payment- Where you will indicate the amount of the payments that were reported through the load of "Actuals" (Balance Sheet)



  • Date range: Where you can filter payments with the following options:
    • Current year- It will show as preselected
    • Last month
    • Last quarter 
    • Last year 
    • Year since inception
    • Custom Range


5.- In the Properties Projection section, the following Will be displayed:

  1. The image of the property(s)
  2. Property name
  3. Loan amount share- The percentage assigned to the property