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Step 1: Set up LMS workspace and import wallet data

Before you add loans, configure core settings so calculations, schedules, and dashboards line up with your policies.

Navigating your workspace

When you log in, open Loan Management. You’ll see tabs like Overview, Loan List, Collateral, and Risk Monitoring.

  • Profile (top‑right): personal settings, password, 2FA

  • Settings (workspace): currency, timezone, period locks, members/roles

Configure workspace defaults

  • Workspace currency & timezone

    Use the same currency/timezone as your ERP to avoid period‑end misalignments.

  • Members & roles

    Grant edit access only to users who create terms/loans; keep dashboards view‑only if needed.

Import wallet data

Bring your lender‑side wallet or account into LMS so loan cashflows (principal issued/repayments, interest, fees, collateral) can be identified in later steps.

Prerequisites

  • Administrator/Accountant/Bookkeeper access to your workspace

  • The wallet address (on‑chain) or read‑only API credentials (exchange/custodian)

Import an on‑chain wallet

  1. Go to Sources → Imports → + Import

  2. Choose Chains → select the blockchain (e.g., Ethereum)

  3. Enter a clear Wallet name (e.g., Lender – USDC Treasury)

  4. Paste the wallet address

  5. Click Create

Tip: Use separate names for funding vs. interest/fees wallets to keep reviews simple.

For detailed articles, check out the on-chain transaction data articles.

Import an exchange or custodian account

  1. In + Import, choose Exchanges or Custody

  2. Create read‑only API keys (no withdrawals/trading) per the connector guide

  3. Paste the API key/secret (and any required passphrase/permissions)

  4. Click Create

For a detailed setup, check out the articles under Exchanges and Custodians data.

Choose how much history to import

  • Full history (default): Best for first‑time setup

  • Custom dates: Set a start/end date if you only need a specific period

  • Balance only: Imports current balances (no transactions) — use only for quick snapshots

Verify

  • Open Sources → Imports to see status

  • Spot‑check that transactions or balances appear for the wallet/account you added

Next steps: link lender wallets to events, add borrower wallets per loan, and review dashboards.

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