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LoanIQ guide library

Learn the operational logic behind the workflow.

Connect system activity to lending outcomes, validations, common breaks and downstream controls—without relying on memorized clicks.

New to LoanIQ? Start here, free.

  1. 1. Understand the basics

    Learn the record hierarchy and the purpose of common servicing events.

  2. 2. Follow a drawdown

    Work through the instruction, validation, approval and reconciliation stages.

  3. 3. Practise an interview answer

    Try 12 free questions before comparing your answers with the suggested structure.

Four learning areas

Build from structure to control

MODULE 01

Getting started

Hierarchy, terminology and safe navigation concepts.

MODULE 02

Servicing workflows

Drawdowns, payments and operational event logic.

MODULE 03

Transactions

Repricing, rollovers, interest and fee events.

MODULE 04

Controls

Exceptions, maker-checker and audit evidence.

Available guides

Start with a real workflow

5 guides
Getting startedFoundation8 min

Deal, facility and outstanding hierarchy

Build a clear mental model of how borrower relationships, agreements, facilities and active loans connect.

Open guide
Servicing workflowsCore12 min

Drawdown workflow and validations

Connect borrower instruction, availability checks, transaction setup, funding and reconciliation.

Open guide
TransactionsCore11 min

Rollover and repricing lifecycle

Understand how an existing loan moves into a new interest period without losing principal or pricing continuity.

Open guide
ControlsAdvanced10 min

Exceptions, maker-checker and audit evidence

Use a consistent control approach for critical fields, overrides, failed validations and operational corrections.

Open guide
Getting startedFoundation6 min

Loan IQ tutorial for beginners

Learn the core Loan IQ operating model, terminology and safe workflow habits before processing live servicing activity.

Open guide

Authorized-access learning only

These guides explain operational purpose and control logic. They do not provide system credentials, bypass controls, or reproduce confidential employer procedures. Use LoanIQ only through your own authorized environment and follow your institution’s documentation.

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