For Lenders & Co-Lenders
Create and manage loan contracts. Set fees, due dates, payment amounts. Manage ledger entries, disbursement accounts, documents, reminders, subscription billing. Generate portfolio and loan reports.
Lender Account Setup
- How Do I Sign Up for ZimpleMoney as a Lender?
- How Do I Set Up a Disbursement Account or Payment Card for Contract Fees?
- How Do I Set Default Grace Periods, Late Fees, and Return Fees?
- How Do I Set Up System Reminders?
- How Do I Fund a Loan?
- How to Add an Admin, Accountant, or Bookkeeper to Your Account
- How Do I Track Escrow Payments on a Loan?
Loan Contract Setup & Payment Tracking
- What Does Pro Rata Disbursement Mean and Why Would I Choose Pro Rata for a Loan Disbursement?
- How Do I Change the Deposit Account for a Loan?
- How Do I Set Up Borrower Fees and Fee Payment Disbursement?
- How Do I Make a Manual Payment Entry or Adjust the Loan Ledger?
- How Do I Adjust or Correct a Payment Due Date?
- How Do I Renew An Existing Loan Contract?
- How Do I Start and Configure a New Loan Contract in ZimpleMoney?
- How to Add Extra Borrower Fees to Cover ZimpleMoney Transaction Processing Fees
- How to Identify Which Loan Is Associated with a Disbursement Payment from ZimpleMoney
- How Do I Set Reminders on a Loan Contract?
- What Are the Different Loan Types and How Do I Set a Loan Type for a New ZimpleMoney Loan Contract?
- How Do I Deactivate or Delete a Loan Contract?
Lender FAQs
- How Do I Allow a Borrower to Split Loan Origination and First Payment on a Loan in ZimpleMoney?
- How Do I Change the Email Address for a Loan?
- How Does ZimpleMoney Support 401k, IRA, and Trustee-Managed Loans?
- How Do I Generate Interest Reports for 1099 or 1098 Taxes?
- Where Can I Find Loan and Portfolio Reports?
- What Are ZimpleMoney's Subscription Plans and How Do I Manage Billing?
- How Do I Reduce Payment Rejections and Manage Delinquent Loans?
- What Happens When a Borrower Submits a Payment, and What Do the Payment Status Indicators Mean?
- How Do I Set Up a Simple Interest Loan in ZimpleMoney?