Skip to content

Lendastack Knowledge base

Menu

ABOUT
CHANNELS

Loan Management

Loan Application
Pool
Claimed Application
Disbursement Pool
Disbursement Batch
Disbursement Verification
Payment
Report
Loan Types
Parameter setup
Businesses
Loan Reasons
Underwriter Reasons
Profile
Loan Module Overview

Investment Management

Investment Pool
Placement Types
Reports
Short Term Placement
Configuration Section
Financial Institution
Investment
Liquidation Requests
Investment Module
Interest Payment Requests
Investment Setup
How to Roll-over Investment

User Management

ROLES AND PERMISSIONS
USERS
BULK PROCESSES
USER MANAGEMENT MODULE
ACTIVITY LOG
PROFILE

Finance Management

Overview

Workflow Management

Dashboard
Configuration
Request
Approval
WORKFLOW MANAGEMENT
WORKFLOW

Checkout

Checkout

CRM

Accessing Customer Management.
Case Management

Home
Docs
Investment Management
Financial Institution

Financial Institution

This page displays the list of all financial institutions connected to the investment module. These institutions serve as destinations for placement of funds.

Is this helpful ?

Updated on February 20, 2026

Configuration Section Investment

Powered by BetterDocs

Copyright © 2026 Lendastack Knowledge base