Loans

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For your customers or members with loans, mortgages, and leases from your institution, they can easily view them under Accounts and quickly make loan payments via bank account.

Navigating to Loans

To access loans from the web app, go to Loans on the dashboard.

Aqua Bank account balances overview, highlighting loans and their amounts.

Or select Accounts, then select a loan.

Aqua Bank account overview highlighting loans and various account types.

From the mobile app, select a loan from the accounts list on the home screen, or select the arrow to see all accounts.

Account summary showing balances for favorite accounts with an arrow for more details.

Loan Details

On the loan account page, the loan details shown depend on your core, as well as the specific account. For loan accounts where Narmi does the core integrations, users can see the total balance, next payment, payment due date, and minimum payment.

Business loan details showing balance, next payment, and transaction history.

Make a Loan Payment

  1. Select a loan from the Dashboard and select Make a payment.
    Business loan dashboard showing balance and next payment details with payment button.

  2. On the page that appears, enter the following information:

    • From – Select the account that money will be transferred from. For instructions on adding a new external account, go to Add a New Account.

    • To – This defaults to the current loan account. For instructions on adding a new external account, go to Add a New Account.

    • Amount – Enter the payment amount

    • Frequency

      • Once

      • Daily

      • Weekly

      • Every two weeks

      • 1st and 15th

      • Monthly

      • Yearly

    • Date â€“ Select a date from the calendar that appears; the default is today’s date

    • Memo (optional) – Enter a short description of the payment

  3. Select Continue to proceed.

    Payment form showing details for transferring funds between accounts and loan payment.

  4. Review payment details and select Make payment. A confirmation appears that your payment is scheduled.

    Payment review screen showing details for a loan payment transaction.