Viewing Investor Loan Account Details

1. Understanding Investor Loan Accounts

This screen allows you to view information about loan accounts that are associated with specific investors or funding sources.

This may be relevant if your organization receives funding from external investors and needs to track the performance of loans funded by those investors.

2. Accessing the Investors Screen

To access the Investors screen:

• 2.1 Select "Admin" from the main menu.

• 2.2 Click on "Organization."

• 2.3 Click on "Investors."

3. Searching for Investor Loan Accounts

To view loan account details associated with investors, you can use the following search criteria:

• Search by Text: Enter any text

• Effective Date From Set the start date

• Effective Date To Set the end date

• Settlement Date From Set the start date

• Settlement Date To Set the end date

4. Viewing the Results

Results.