Loans

How to add fees to an invoice
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
How to add a deferment to a Loan
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
Internal Notes houses important information regarding Loans
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
Entering a New Loan
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
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
What does Rebuild Loan Transaction History do in Loan
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
I have a family who is looking to pay, but I'm not the collections person what do I do?
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
Export loan history as a PDF
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
Correct Fields for Address export from Loans app
Thu, 16 Sep, 2021 at 5:52 PM
Sending the down payment email from a payment or invoice
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