Press the Delete key on your keyboard to delete the selected template item.
To remove an unwanted template object from a template, click on it to select it (or click in it in the list on the left of the designer). Toggle between pages using the arrows or entering a page number in the box. You can add items to the new page just like on the first page. To add another page to a template, click the right arrow to advance to the next page, or enter the desired page number in the box. Templates have both a template size and a paper size, as well as offsets and spacing, allowing for all kinds of templates from contracts, statements, and letters on regular paper to post cards, labels, envelopes, and payment vouchers.Īdditionally, each template has a subject and body to be used when sending the template as a PDF attached to an email. The statement templates are records in your portfolio file, and can be copied and exported to other portfolios.Įach statement template consists of one or more pages, each page having some combination of text, shapes and images on it. Make sure you already have a portfolio open before you try to manage the templates in your portfolio. Having your own statements will make it easy to get important information to your borrowers exactly when it's needed. The program includes statements for many common situations, but you are encouraged to modify the default statements and create new ones. Moneylender 3 allows you to do this with customizable statement templates. Most of the communications you send to a borrower are letters or statements of one type or another. You can download the video file and play it on your computer instead. Your browser does not support HTML5 video.
Form 1098 - Mortgage Interest Statement.Copy Selected Loans to a Different Portfolio.How to Manage Inventory of Assets with Cost Basis
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