Loans
Fees sometimes needed to be added to invoices inside of a loan entity in the Matrix. These can be any number of products in the matrix, including but limite...
Fri, 16 Jul, 2021 at 3:33 PM
In order to add a deferment, you have to follow these steps: In the Matrix go to Loans Choose the loan you need to add the deferment to Find the invo...
Mon, 25 Oct, 2021 at 11:24 AM
The internal notes field is designed to forefront the most pertinent information regarding a family loan with EasyHomes. The purpose of this is to allow sta...
Thu, 5 Aug, 2021 at 6:16 PM
Go the Loans module in the Matrix Click on Create on the top left of the page in order to create a new loan If you need to adjust the&nbs...
Fri, 23 Jul, 2021 at 4:53 PM
The family required a chargeback We have had cases in which we have found in our bank account (1713) an ACH debit have been made with the description of...
Thu, 26 Aug, 2021 at 4:59 PM
see there's this magical button, what it does is takes the table that is "Transactions" and it looks at all the loan invoices and payment...
Tue, 10 Aug, 2021 at 6:24 PM
If you found this article you're a good person. If someone calls in and is looking to pay but you're not the collections person The ...
Wed, 11 Aug, 2021 at 12:28 PM
The save feature in the patrix can be used to export a PDF copy of the transaction history inside of a loan. Log in to the Matrrix here using your account...
Tue, 24 Aug, 2021 at 3:21 PM
Navigate to the Loan that includes the invoice where the email will be sent from. Click on "Action" and then "Send Mail (down Payment Recei...
Wed, 22 Sep, 2021 at 4:06 PM