How can we obtain the loan-to-value (LTV) in Margill Loan Manager?

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Question

How can we obtain the loan-to-value (LTV) in Margill Loan Manager?

Answer

This is quite straightforward. I would first create a custom field called “Asset value”. Go to Tools > Settings > Custom fields. Create the field for the Record Unlimited fields (could also be Custom fields 1 to 9, no matter)

 

Then go to Reports > Equation Management > New. We’ll call this equation “Loan-to-Value (LTV)”. All it is, is the Principal divided by the Asset value. We made it a little more complicated by adding the original principal plus any other capital outlays over time (Line status = Add. principal (Loan)). We format this as a percentage too.

 

To report on this for multiple records, simply create a report with the Record List customized with the Equation we just created.

 

If this is an important ratio for you, add the Equation in the Main window:

Tools > Settings > User Settings >