How to Create a New Client
Step-by-step guide to adding new clients to your database with all required information.
Read Article →Find answers to your questions and learn how to use CommonGoals effectively
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New to CommonGoals? Start here to learn the basics of setting up and using the platform.
Learn how to manage client profiles, documents, and communication history.
Everything about creating, processing, and managing loans in the system.
Record payments, set up reminders, and manage collection workflows.
Create and customize reports to analyze your portfolio and business performance.
Configure system settings, manage users, and set up security options.
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Step-by-step guide to adding new clients to your database with all required information.
Read Article →Complete workflow from receiving an application to disbursing the loan.
Read Article →How to record payments, handle partial payments, and apply late fees.
Read Article →Create and customize loan products with different terms and interest rates.
Read Article →Our support team is ready to help you with any questions or issues.
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