stevio
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Post by stevio on Mar 12, 2016 7:49:51 GMT
Hi Ed and the MoneyThing team - firstly wanted to say 'great job!' in getting some really interesting and well structured loans that are different to the traditional property loans that seem to be flooding the market at the moment. A few more partners to help with diversifying wouldn't go a miss, but well done! Could I please ask if the 6 digit code to identify loans (eg CSP118) could be placed at the START of the Asset Details description, in that way when you sort on Asset Details tab it brings those loans from the same borrower together. Also, is it possible to have optional EMAIL confirmations of when: - Loans payments are made - Loans you have for sale are sold Otherwise, you have to keep checking back on the site and I am sure you would like the money reinvested ASAP too Thanks
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Post by MoneyThing on Mar 12, 2016 8:19:36 GMT
Hi Ed and the MoneyThing team - firstly wanted to say 'great job!' in getting some really interesting and well structured loans that are different to the traditional property loans that seem to be flooding the market at the moment. A few more partners to help with diversifying wouldn't go a miss, but well done! Could I please ask if the 6 digit code to identify loans (eg CSP118) could be placed at the START of the Asset Details description, in that way when you sort on Asset Details tab it brings those loans from the same borrower together. Also, is it possible to have optional EMAIL confirmations of when: - Loans payments are made - Loans you have for sale are sold Otherwise, you have to keep checking back on the site and I am sure you would like the money reinvested ASAP too Thanks Thank you stevio for your kind comments - much appreciated. Your suggestion regarding putting the 'code' at the start of the loan description makes sense. We will look to make this alteration next week. We will also be looking to improve our notifications aspect of the platform over the coming months and will look at having an opt-in of various email notifications. Although for lenders participating in a number of loans, this might end up bombarding them (for example 14 loans this morning had interest payments made). However if it is optional setting then it is up to the lender what they wish to receive. The only other consideration is that we want to be careful how much outbound email is sent out so that we can mitigate against going onto spam blacklists. We will give this more thought and may well ask for input on here as and when we get round to this work. Kind regards, Ed
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jonah
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Post by jonah on Mar 12, 2016 8:39:34 GMT
Opt in or being able to opt out would be key. An option to have some notifications rolled up to a weekly or monthly summary might also be popular.
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Post by uncletone on Mar 12, 2016 19:11:37 GMT
I maintain a spreadsheet which tells me what repayments and what account balances are to be expected on a day to day basis. I just check MoneyThing's idea of my account balance against mine, and know all is well. If it is not, it has always been my data entry to the spreadsheet fault, and not MoneyThing. Call me independent.
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mike
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Post by mike on Mar 12, 2016 22:36:46 GMT
Export Loan Book to Excel, is this available or coming soon?
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Post by uncletone on Mar 12, 2016 23:13:06 GMT
Account transactions are available as a download to Excel. Your loanbook not yet: but if you have less than 100 active loans, copy and paste does the job. If more, you have to juggle slightly.
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Post by MoneyThing on Mar 14, 2016 7:04:29 GMT
Export Loan Book to Excel, is this available or coming soon? Morning, Both Live loans and Completed loans can now be exported to Excel. A loan code column will be ready shortly. Kind regards, Ed
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mike
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Post by mike on Mar 14, 2016 9:45:12 GMT
Thanks Ed 10/10 as usual. Mike
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Post by uncletone on Mar 14, 2016 9:55:06 GMT
Meanwhile, here's a loan code extracted from the description(in A17 here)
=MID(A17,SEARCH("(",A17,1)+1,SEARCH(")",A17,1)-SEARCH("(",A17,1)-1)
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treeman
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Post by treeman on Mar 14, 2016 16:17:28 GMT
Export Loan Book to Excel, is this available or coming soon? Morning, Both Live loans and Completed loans can now be exported to Excel. A loan code column will be ready shortly. Kind regards, Ed Just downloaded Live Loans for the first time after bidding today - thanks MT! However - the interest expected and received columns have swapped places. Took a few seconds to work out what I was looking at on my own spreadsheet ! Totals all ass-backwards! No problem though - easy fix - thought I'd flag it for info. <EDIT> Just noticed the loan code column too, not exactly observant this afternoon.............. Is it possible to amend the data to include the pre-fix letters ie MT, CSP, BPF too? very useful for filtering/sorting the data.
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scubabeer
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Post by scubabeer on Mar 14, 2016 16:23:16 GMT
Meanwhile, here's a loan code extracted from the description(in A17 here) =MID(A17,SEARCH("(",A17,1)+1,SEARCH(")",A17,1)-SEARCH("(",A17,1)-1) Thanks @unletone. However this does not work for all loans due to the way MT has other text in brackets, sometimes before the loan code e.g. "Purchased Managed Portfolio (Electronics) (CSP234) loan part" For this I've had to resort to some quite convoluted formula to trap all (so far!) eventualities (description in D3 here) =IFERROR(TRIM(SUBSTITUTE(SUBSTITUTE(MID(D3,SEARCH("\(*[:digit:]\)",D3)-5,8),"(",""),")","")),"") This works in LibreOffice Calc and uses a bit of regex to specify some numbers between the brackets. Once the code (plus brackets) is found then they are removed by the 'SUBSTITUTE' commands, and any extra spaces are removed via the 'TRIM'. Not sure if this will work in Excel as don't know if regex is allowed in cells, but works for me. Hope this may be of some use to others.
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Post by MoneyThing on Mar 14, 2016 16:31:36 GMT
Morning, Both Live loans and Completed loans can now be exported to Excel. A loan code column will be ready shortly. Kind regards, Ed Just downloaded Live Loans for the first time after bidding today - thanks MT! However - the interest expected and received columns have swapped places. Took a few seconds to work out what I was looking at on my own spreadsheet ! Totals all ass-backwards! No problem though - easy fix - thought I'd flag it for info. Afternoon treeman, The change was intentional and we have also replicated this on the platform. Since "my repaid loans" xls doesn't have the "interest expected" column. Placing "interest expected" last makes it easier to merge "my live loans" with "my repaid loans" xls should the lenders wish to do so. We also thought it was logical since "Interest expected" means interest still to receive so it is placed after "interest received". Welcome your thoughts on this. Regards, Ed
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SteveT
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Post by SteveT on Mar 14, 2016 16:38:41 GMT
That seems very sensible. When you add in the "Borrower ID" column, could you please include it in both "My Live Loans" and "My Repaid Loans" (keeping the columns consistent)? Thanks.
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treeman
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Post by treeman on Mar 14, 2016 17:11:41 GMT
Just downloaded Live Loans for the first time after bidding today - thanks MT! However - the interest expected and received columns have swapped places. Took a few seconds to work out what I was looking at on my own spreadsheet ! Totals all ass-backwards! No problem though - easy fix - thought I'd flag it for info. Afternoon treeman, The change was intentional and we have also replicated this on the platform. Since "my repaid loans" xls doesn't have the "interest expected" column. Placing "interest expected" last makes it easier to merge "my live loans" with "my repaid loans" xls should the lenders wish to do so. We also thought it was logical since "Interest expected" means interest still to receive so it is placed after "interest received". Welcome your thoughts on this. Regards, Ed Entirely logical Ed. Fine by me ! Just wasn't expecting it, and my various 'totalisers' and stuff didn't show me what I was expecting to see! You know that feeling where your brain just goes into neutral? No? Just me then .......... Tweaked now and all is well
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Post by MoneyThing on Mar 14, 2016 17:18:55 GMT
That seems very sensible. When you add in the "Borrower ID" column, could you please include it in both "My Live Loans" and "My Repaid Loans" (keeping the columns consistent)? Thanks. Yep. Regards, Ed.
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