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Loan type configurations

Loan types define the rules governing how loans behave on the Peach platform — interest calculation, due dates, autopay settings, fees, payment waterfalls, credit reporting, and more. The Admin Portal provides a read-only view of your loan type configurations.

Availability: All clients Required permissions: loan.type:list, loan.type:read (to view)

Note: Loan type configurations are read-only in the Admin Portal. To create or modify loan types, use the Peach API.

View loan types

From the Admin Portal sidebar, select Loan Types. The list displays all loan types configured for your company.

ColumnDescription
IDThe loan type identifier (LT-XXXX-XXXX). Select to view the full configuration.
Configuration NameThe display name or asset display name of the loan type.
TypeThe loan type category: installment or line of credit.
StatusWhether the loan type is active or inactive.
Last UpdatedThe date and time the configuration was last modified.

Select a sortable column header to sort the list. All columns except Last Updated are sortable. The list displays 10 loan types per page.

View a loan type configuration

Select a loan type's ID to open the configuration detail page. The page displays the full configuration as JSON. Use the icon buttons in the page header to switch between two views:

  • Tree view (default) — Syntax-highlighted, collapsible JSON tree with indentation for readability.
  • Text view — The same JSON rendered as indented plain text.

Key configuration sections

The loan type JSON object contains a number of top-level fields. Selected sections are described below; the JSON viewer will show additional top-level fields not listed here (such as assetType, assetDisplayName, status, name, description, timezone, currency, and extraFields).

SectionWhat it controls
dueDatesPayment frequency options, gap settings, and limits on frequency changes.
autoPayACH debit timing, retry logic, and balance check settings for automatic payments.
futurePaySettings for scheduled one-time (non-autopay) payments.
feesOrigination and draw fee charge logic, display names, and fee structures.
paymentWaterfallHow payments are applied across obligation types (fees, interest, principal) for single and multi-loan scenarios.
creditReportingMetro2 identifiers and settings for credit bureau reporting (TransUnion, Experian, Equifax, Innovis).
statementsStatement generation settings, including whether final statements are enabled and the statement logic version.
refundsRefund processing rules and limits.

The following sections appear nested inside the loan type's installment or line-of-credit configuration block, rather than at the top level:

SectionWhat it controls
interestInterest accrual method, daily calculation approach, APR method, rate ranges, and index rate timing.
termsAcceleration, charge-off, and loan extension settings (installment loan types only).
duePaymentsDue payment calculation and display rules (installment loan types only).