Searching for Loans Overview

The purpose of this guide is to provide instructions on using the Loan Search function in XPLAN.

Loan Search is used to find and report on loan-type Liabilities held by clients. Loans can also be directly edited from Loan Search.

Loan Search

To use Loan Search:

• From the Title Bar at the top of the screen, click XPLAN > Administration Functions > Loan Search.
  
  
  
  
• The Loan Search page displays.
  
• Click the Add icon in the Search Filter panel to add the search criteria
• Click Search.
• Any loans matching the input search criteria will be listed.
• The following actions can now be performed:
  
  
  • View summary of a loan
    
    • Click the Magnifying Glass Icon for a loan displayed.
      
      
      
      
    • The Liability Summary dialog box opens.
      
      
      
      
  • Edit a loan
    
    
    • Click the Edit Icon for a loan displayed.
      
      
      
      
    • The loan is opened for editing.
      
      
      
      
    • Make any changes as required.
    • Click Save.
      
      
  • Report on loans
    
    • Click the Action Arrow for a loan displayed, then select Generate PDF.
      
       
    • A report on the selected loan is generated.

Save a Loan Search

Follow the Loan Search instructions in this document, then:

•  Click Save. The Save dialog box opens.
•  Type a Name and Description for the search.
  
  
  
  
• Click OK.

Manage Loan Search

You can edit, rename and remove saved searches.

To manage saved loan searches:

• From the Title Bar at the top of the screen, click XPLAN > Administration Functions > Loan Search.
• Loan Search page displays.
• Click Manage. The Manage Saved Searches dialog box opens.
  
  
  
  
• Do one of the following:
  
  
  • Edit a saved search
    • Click the Loop Arrow Icon to load a search.
    • Click the Add Icon in the Search Filter panel to add criteria, or the Delete Icon to remove criteria.
    • Click Save.
    • If required, edit the Name and Description for the search.
    • Click OK.
      
      
  • Rename a saved search
    • Click the Edit Icon on a saved search. The Rename dialog box opens.
    • Edit the Name and Description as required.
    • Click OK.
      
      
  • Remove a saved search
    • Click the Delete icon on a saved search. A confirmation message displays.
    • Click OK.
      
      
• Click OK.

Send Email from Loan Search

When you have generated a list of loans, you can send emails to:

Email single loan owner

This will email a single selected client.

• In the Owners column, click the Action Arrow for an owner's name. 
• Select Email > Send to Client. The email editor displays.
• Complete the email and send.

Email single loan owner's group members

This will email all members of the Master-member grouping for a single selected client that is Master to other entities.  To link entity Contact details to a master entity 

• In the Owners column, click the Action Arrow for on an owner's name.
• Select Email > Send to All Group Members. The email editor displays, with the members listed on the Recipients/Clients tab.
• Complete the email and send.

Email owners or guarantors for a single loan

This will email the owners or guarantors for a single loan.

• Click the Action Arrow for a loan, then select one of the following:
  • Email Liability Owners
  • Email Liability Guarantors
    
    
    
    
• The email editor displays.
• Complete the email and send.

Email all owners or guarantors for multiple loans

• This will email all of the owners or guarantors for one or more loans.
• Tick the checkboxes of one or more loans. If no loans are ticked, all owners or guarantors for loans in the current search results will be included.
• Click the Action Arrow for a loan, then select one of the following:
  
  • Email All Owners
  • Email All Guarantors.
    
    
• The email editor displays.
• Complete the email and send.

XMerge from Loan Search

To generate an Xmerge report from Loan Search

When you have generated a list of loans, you can send merge Xmerge templates.                                     

Xmerge against single loan owner

This will merge against a single selected client.

• In the Owners column, click the Action Arrow for on an owner's name.
• Select Merge Report.
• The Loan Search: Merge Report page displays.
• Select and run and Xmerge template doing one of the following:
  • Use existing Xmerge template
  • Upload and merge an Xmerge template 

Xmerge against all owners of a loan/Owners of multiple loans

This can be used to merge against the owners of one or more loans.

• Tick the checkboxes of one or more loans. If no loans are ticked, all loans will display in step ii.
• Click Actions > Merge Report. A list of all owners for the selected loans displays.
• Tick the checkboxes of the owners to be merged against.
• Click Continue.
• The Loan Search: Merge Report page displays.
• Select and run and Xmerge template doing one of the following:
  • Use existing Xmerge template
  • Upload and merge an Xmerge template