Loan Management
Learn how to create a resident loan, track and view loan details.
- On the left sidebar, select Properties>Residents>Choose Resident
- Click Add Charge +
- From the Type Drop Down, choose Loan

- The loan modal will open up.
Enter your loan terms, view the Amortization Table and click Save to Add the loan Charges
to your resident ledger.
You and your resident will now have a New Loan Tracking Tile
Reports
Balance Sheet
Your loan is now added to your Balance Sheet and will remain until it's closed
Income Statement
Loan Interest Income is visible on Income Statement
Loan Summary
- Loan Summary report provides details of all Active Loans