NetLoan - Mass Loan Schedule Generation
NetLoan has the ability to generate loan schedules in bulk or as a single batch process. This step is especially useful for users after loan data uploads with high volume loan activity or during initial setup.
STEP BY STEP PROCESS
- Navigate to the Mass Loan Schedule Generation page by selecting NetLoan > Mass Update Loans > Mass Generate Loan Schedules
- Enter any desired filters and click Filter Results if you would only like a subset of pending loans to have amortization schedules generated (or re-generated). Once you’re happy with the loans displaying in the sublist, click the Mark All button then click the Generate button.
- You will be redirected to a status page where you can refresh periodically to see the loans with updated amortization schedules
- Once the status is Complete you can click the Export button to save the processed results as a .csv file