Manage loans

Use the following guides to manage your customers’ loans at every stage. Before starting—or at any time in this process—if you need more foundational information about managing loans, refer to Loan management overview.

Simulate loans—When a borrower asks for a loan, you create a simulation to show the loan terms.

Book loans—After the underwriter approves the loan terms and the borrower has accepted these terms, you book the simulated loan.

Disburse loans—Send fund to the borrower's account and collect any service charges. You can disburse the loan in a single lump sum (single disbursement) or over several payments (multiple disbursement).

Manage loan repayment and settlement—Register the borrower's repayments and settle the loan.