Statements

Overview

The Statements page shows the history of all transactions that have happened between the borrower and the lender. Examples of transactions that will show up on this page include approved draw requests, collections paydowns, cure paydowns, manual credit and manual debits. The columns list the date on which the transaction was settled, the type of transaction it was, the amount that was debited or credited to the balance, and the total loan balance.
Finley's Statements Page

Features

The transactions in the ledger can be filtered by both date and type using the boxes at the top of the page. In default form, the ledger will list all transactions that have happened. The filtered ledger can also be exported as a CSV displaying what is on the screen.
Export Statements to CSV
Copy link