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LP
Lin Park
Senior Officer - Charlotte
New loan

Payment operations

post seed disbursements, move money, process returns, rebuild projections, and prove the ledger stayed balanced

Demo dataManual money opsClose-day packageACH batchesActivity
Open batch value
$638.95
3 staged entries
Submitted entries
1
settlement pending
Returns in review
1
API returned 401
Command reviews
1
dual approval / exceptions
Command queue1Returns1
LoanBorrowerCommandStatusAmountEvidence
#58044Marcus Reyescaptureposted$351.45capture-20260504.json
Seed disbursement
post a seeded ACH credit, increase receivable balance, attach it to an open credit batch, and retain evidence
AccountDirectionAmountPurpose
Principal receivabledebit$297.10Seed loan #58044 receivable
Operating cashcredit$297.10ACH credit funding outflow
Payment command
balanced ledger entries, idempotency, projection rebuild, return case creation, and evidence capture
Current balance
$297.10
Next aggregate
v2
Evidence source
payment-ops
AccountDirectionAmountPurpose
Cash clearingdebit$297.10ACH settlement cash
Principal receivablecredit$297.10Reduce loan #58044 receivable
Adjustments and approvals
queue corrections, fee waivers, refunds, and reversals before ledger posting
0 actionable
Request adjustment
Review queue
FormEventRequired
Manual debitcaptureloan, amount, reason, evidence key, stored bank last4
Manual creditadjustloan, amount, coded reason, evidence key, maker-checker status
Manual returnreturntrace, loan, or entry search, return code, return reason, evidence key
Seed ACH return
target a submitted debit entry, reverse the ledger impact, open review, and retain evidence
Batch
B-04302026-A
Trace
043020260000001
Amount
$303.38
Ledger accountDirectionAmountResult
Principal receivabledebit$303.38Restore loan #57941 balance
Cash clearingcredit$303.38Reverse ACH settlement cash
ACH batches
open files, submitted windows, return risk, and retained export evidence
1 batches
BatchStatusEntriesAmountProcessor
B-04302026-Areturned1$303.38demo-ach
Return handling
return commands create ACH return cases, queue work, and preserve evidence
Demo returns
CodeReasonCustomerAmountStatusAction
R01Insufficient fundsDevon Ortega$303.38needs reviewOpen
Payment audit trail
ledger transactions, command reviews, audit events, payload hashes, and evidence keys from the database
1 records
LoanBorrowerCommandAmountStatusLedgerHashEvidence
#58044Marcus Reyescapture$351.45postedababababeeeeeeeeeeeecapture-20260504.json
Balance projections
latest payment projection snapshots by loan aggregate
Loan aggregateProjectedEventsHashAction
44444444-0001$648.551eeeeeeeeeeeeOpen
Reconciliation
NACHA export, settlement, returns, and ledger totals compared before close
SourceExpectedMatchedVarianceStatus
NACHA export$303.38$303.38$0.00Balanced
Settlement files$303.38$283.38$20.00Variance open
Return file$303.38$303.38$0.00Balanced
Ledger projections$648.55$648.55$0.00Review
Close-day blocker resolution
Clear command reviews, reconciliation variances, and ACH return cases before recording business-day close.
2 blockers

1. Resolve 1 open variance next.

2. Close 1 return case.

3. Run Recheck close to refresh the blocker status.

TypeItemDetailSeverity
VarianceSettlement file S-04302026-A-$20.00 - open - Settlement processor total is $20.00 short against the submitted debit batch and must be resolved before close.critical
ACH returnR01 #57941Devon Ortega - $303.38 - needs reviewcritical