Overview

This section details the various configurations related to loans, categorized into several subsections for easy navigation.

General

Path: Setup > Loan Related > General

Security: To access these settings, ensure your role has the Setup > General Loan security option activated under the Report Section.

Loan Products

Path: Setup > Loan Related > Loan Products

Security: To access these settings, ensure your role has the Setup > Loan Products security option activated under the Report Section.

Loan Purpose Disabled

Path: Setup > Loan Related > Loan Purpose Disabled

Loan Required Documents

Path: Setup > Loan Related > Loan Required Documents

Payments to 3rd Party

Path: Setup > Loan Related > Payments 3rd Party

Security: To access these settings, ensure your role has the Setup > Payment 3rd Party Setup security option activated under the Report Section.

Payment by Schedule

Path: Setup > Loan Related > Payment by Schedule

Documentation

Section	Description	Documentation
General	General Loan Configurations	General
Loan Products	Configure Loan Products	Loan Products
Loan Purpose Disabled	Disable unused loan purposes	Loan Purpose Disabled
Loan Required Documents	Set up required documents	Loan Required Documents
Payments 3rd Party	Set up 3rd parties for payouts	Payments 3rd Party
Payment by Schedule	Set up for the payment frequencies that work on a schedule. This is not supported by most payment service providers .	Payment by Schedule