Guide
The LoanXsist shop guide
From sign-up and shop settings to your first contract and the month-end close. Every step has a real screenshot. Print it and keep it at the counter.
What's inside
Chapter 1
Who this is for and what the system does
Who the guide is written for, what a shop gets from LoanXsist, and which menus each role sees.
Chapter 2
Getting started: sign up, set up the shop, add staff
A one-time job of about an hour. Set it up right and every contract's numbers follow.
Chapter 3
Customers: details, KYC, documents and the blacklist
Record customers fully from day one, so the details are there when you need to collect.
Chapter 4
Four loan types
Personal loans, title loans, hire purchase and pawn all use the same contract page. Only the collateral details differ.
Chapter 5
Payments, renewals, redemption and forfeits
Take payments at the counter, check slips customers send from the app, and manage pawn tickets.
Chapter 6
Collections: overdue, routes and notifications
Open the daily work page each morning, assign routes, and get the overdue summary in the shop's LINE.
Chapter 7
Daily close and reports
Close every evening, check profit at month end, and see why profit and cash on hand differ.
Chapter 8
HR: time, leave and payroll
Replace the time book and leave forms, and let the system pay staff for the days they actually worked.
Chapter 9
Plans and upgrading
Start free. Upgrade to Pro when you need staff, printed contracts or field collectors.
Chapter 10
Daily, weekly and monthly checklists
Print these for the counter. A shop that closes correctly every day doesn't hunt for money at month end.
Chapter 11
FAQ and troubleshooting
The questions shops ask most in their first weeks, with fixes.
Want to try the system first? Press Try the demo in the menu above.