Welcome to Loan Management System (Start here)

We’re glad you’re here. LMS helps front-, middle-, and back-office teams register loans, track collateral, monitor risk, and stay audit‑ready - all in one place.

Quick Start Guide (4 steps)

Work through these steps in order to set up a healthy loan book and unlock automation:

1. Set up your LMS workspace (navigation, settings, roles, global defaults) and import loan sources (internal wallets)

2. Create contacts (external wallets) and labels

3. Create Loan Terms (Loan Terms → Loan List)

4. Review dashboards (Overview, Loan List, Collateral, Risk Monitoring)

Taking 30–60 minutes to complete steps 1–3 lays the groundwork for accurate LTV, overdue metrics, and dependable reporting.

Key Resources

• Help Center – step‑by‑step guides for Loan Terms, Loan List, Collateral, and Risk Monitoring

• Implementation checklists – import templates and sample label rules

• Customer Support – in‑product chat for setup questions and data reviews

Let’s get started!