Exporting Loans Data

This subsection describes the procedure of saving information on loans to a separate file. This can be used to transfer information on loans from Turnkey Lender to external accounting software.
To export loans data:
1) In the menu on the left, click Export.

The Loans Export tab.
The table of the Loans Export tab displays the following information:

• Id: an application's identification number in Turnkey Lender;
• Full name: a borrower's full name;
• Amount: a loan amount issued to the borrower;
• Term: a credit period;
• Status: a loan status.

The interface of the workplace allows the user to customize the display of loan applications by performing the following operations:

• Sorting applications in a preferred order;
• Filtering applications:

1. By the status;

2. By a loan disbursement period;

   Note:

   To filter the loans by a custom disbursement period, click Custom in the open drop-down list and specify dates of the disbursement period in the From and To boxes.

   
   Specifying the custom disbursement period.
   2) In the top right-hand corner of the Loans Export tab, click the down arrow and select a type of a file to which loans data will be saved.

   Note:

   Data will be saved according to filter settings.

   
   Selecting a file.
   3) To save data, click the selected file.
   
   Saving data to the selected file.