Help with using Assetz

Welcome valueinvestor123, I think that AC is great, but I don't think that their documentation has kept pace with their recent changes.

1. There is only a secondary market (unless you become an underwriter). Underwriters are the only bidders in the primary market and then after a loan has drawn it becomes available for the market. We no longer have any losses due to draw down delays. Increasing or decreasing your loan is the secondary market.
2. If units are available you will be invested straight away, but you are able to set a target for any loan. If you have cash available and a target when someone else sells some you will buy some. This might happen at any time. Probably over Christmas there hasn't been as much activity as a normal week.
3.Yes. Generally a lower LTV (Loan To Value ratio) is better. If the project fails and we seize the asset the lower the LTV the easier to sell to make sure we cover our capital, interest, and fees. Edit. Having said that, a LTV of 70% on a flat in a trendy part of London which has doubled in value in the last 5 years and has some unique features might be worse than a LTV of 75% 3 bed regular house in a more stable area, and both might be better than a LTV of 60% over a specialised piece of machinery which will be expensive to move.  
4. Are you using the Green Energy Investment? In the manual investment section you have targets that require cash, as your loans pay interest you can keep that within the portfolio in which case it will be available for investment in your targets, if you divert your cash repayments elsewhere they won't reinvest.
For example if you deposit £1 000, and invest £100 in each of 10 loans. You might set your target then to £120 for each of the loans. If your interest payments remain they will be used to buy bits of these loans if they are available.

The whole green energy thing is an auto invest tool (but only for green energy loans).

With reference to your question about loans being listed when there are no units available.
The default list view is for all active loans. At the top of the list you will see buttons to select other lists including loans with available units, as well as upcoming loans which have not been released yet.
If you set a target in an upcoming loan,  then you will get units once it is released and the underwriters have put units up for sale. (Underwriters seem to dribble units out over a period of time)

There is nothing to stop you setting targets well above your available cash. The system will simply buy units when there is sufficient cash.

No. That is cash that you have in your account that isn't invested. When you make a change it sometimes takes a few seconds for investments to happen so it is worth refreshing the screen after a while.

Next to 'Awaiting Investment' you have 'Currently Invested' which is the total of those units you currently hold. You can see your target total underneath the Awaiting Investments number. This will be the sum of all targets, and may be higher or lower than currently invested depending if you are a net seller or buyer.

If you click Loan Book->Your Loans and then Download as CSV you can see all your numbers on spreadsheet (download the free Libreoffice if you don't have one). Then you can easily add the columns up and compare them to the dashboard.

Whilst we're confused about the Dashboard - does anyone know what the meaning of "Total Target Investment" in the Dashboard's MLIA section is.  This value appears to be approximately my current total investment * (1 + current rate of return)...i.e., approximately where my portfolio might be in a years time.

Not quite sure what meaning I am supposed to attach to this - is it just a figurative carrot to keep me invested for 12 more months?  Or does it mean something else entirely?

AIUI, it's your current loan holdings plus your unfulfilled targets for loans that have already drawn down.

sl75, spockie, ahhhhh....thanks - that makes sense.  Been meaning to ask that for ages!