Accessing Transaction HIstory

To access your transaction history for any time period, go to the “Finalized Loan” tab and filter up at the top for the time period you’d wish to download. Then, go to the bottom of the page and click “Print All” for either a PDF export or Excel export of the time period’s transactions (total deposits & total fees)

If you have any questions after reviewing the below example, please email All partners receive monthly statements in Excel via email.