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Transferring Existing Loans to Zimple's System

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  • Transferring Existing Loans to Zimple's System

    Need to transfer an existing loan from your current system to's easy.

    Get your note and ledger paperwork together.

    Select Start a Contract.

    The loan amount is the principal balance on the last payment date of the transferring loan.

    The loan type is generally "Fixed Payment Paid Date." This lets you enter the current payment and collects interest through the date that the payments are made.

    The start date of the "transferring" note is the last date you entered interest in your current system.

    Enter all the other set up wizard fields based on the note: interest rate, due date, term and so on.

    If you need extra help, consider buying Premium Support to help get you started.