Security Resources

To configure security resources for Loan Asset functionalities, navigate to Setups > Security > Roles > Edit Roles. Here, you'll need to add the following resources:

• Add Loan Asset Info
• Loan Asset Report

Adding Loan Asset Information

1. Go to Client Administration.
2. Search for a Client.
3. Select the Loans tab.
4. Click the Asset button.
5. Click on the Add Asset Information button.
6. Enter the required information and Save.

Loan Asset Report

The Loan Asset Report provides a list of loan assets based on a specified loan agreement date range.

To access the report:

1. In MaxMoney, navigate to Reporting > Loan > Loans Asset Report.
2. Apply filters as needed:
   • Client Status
   • Loan Status
   • Agreement Date Range

The report will display loan assets whose agreement dates fall within the selected date range.