Documentation
Guides for running LoanTabs day to day
Written for the people who use the product every day — not for developers. Pick a guide below to get started.
Institution Staff Guide
For admins, branch managers, loan officers, accountants, cashiers, and every other role on your team — 12 guides covering signing in, borrowers, loans and approvals, payments, reports, accounting, admin configuration, and more.
Browse the guideAI Portfolio Assistant
Ask questions about your portfolio in plain language. See what the assistant can do or contact us for a walkthrough.