Admin - Other Settings

Click the 'Edit' button to change the settings on this page. 

Collect Interest on the Date of the Payoff
The Other Settings tab under Admin will be an area that provides custom options to users. To learn more about enabling this option, click here.

NACHA Module Option - Days to hold payments before payouts are available

To learn more about this option, follow the main NACHA guide here. 

Contact Categories

There is a new option under 'Admin - Other Settings' called 'Contact Categories' that allows you to distinguish contacts by creating categories such as co-borrowers, guarantors, insurance agents, or realtors. 

To start, you'll click the 'Manage Contact Categories' button. The image below is what you'll see by default.

From here, the 'Done Editing Categories' button will take you back to the 'Admin - Other Settings' page.
You'll use the 'Add Category' button to create new contact categories. 

Simply enter the name you'd like under the 'Category Name' field, and click the 'Add Category' button to create this new contact category. 

Once that's been added, you'll see it in the list of categories.
Clicking the 'Edit' button for the added category will allow you to rename its previously set name. 
Clicking the 'Delete' button will delete it, but remember that once you've used this category when adding a contact to a loan with the created category name, you won't be able to delete it anymore.
That's all for this new feature, follow the 'Loan - Contacts' section to continue this process and add your new contacts with the category name you've set here.