Loan Assessment System

2. Display Controls

Reference Date: Show settled (historical) loans

3. Add New Loan

Frequency:

New Loan Ref. number:

Header (optional):

First Payment Date:

Date Rule:

Fixed Custom

End:

Total Periods Custom

Default Amount:

Flexible Plan:

Supported formats (click to view)

1. 7: 1000 = month 7: 1000, all other months use default
2. 7-9: 1000 = months 7 to 9 are all 1000
3. Add any note after amount: 500 DISCOUNT BONUS → (DISCOUNT BONUS); use a comma to split into separate brackets: 500 DISCOUNT, BONUS → (DISCOUNT) (BONUS)

Auto AS F/S on last period Tick = the final period gets "AS F/S" automatically; untick if this loan is not settled at the end of the plan.

Auto-align to existing dates (diff ≤ 5 days, same month) Tick = snap this loan onto the nearby payment day of an existing loan. Untick = keep every date exactly as you entered it. Greyed out for Weekly / Biweekly: those loans stay on the weekday you entered, and only an exact same-day payment is merged. Any period can still be moved back in the preview table — double-click its date.

📋 Table View (click to collapse / expand)

4. New Loan Notes

📌 Company Format (single paragraph, ready to copy)

No new loan notes generated yet.

📋 Line-by-line (one period per line, easy to verify)

No new loan notes generated yet.

LOAN ASSESSMENT REPORT

📅 Appointment Calendar

⏸️ Pending — Follow-up List

Quick Edit

New Appointment

1. Existing Notes

2. Display Controls

3. Add New Loan

4. New Loan Notes