Installation Instructions

IMPORTANT! As of this release, versions 5.3.2 and higher, we have converted our installation and application updater tools to a new platform. These changes will make your system more efficient and installing updates more convenient. After installing version 5.3.2.2, you will have the ability to manually run a "check for updates" tool designed to check for and install the latest program files so you can ensure you are always running the current version without the hassel of re-installing the entire application.

PLEASE FOLLOW THESE STEPS CAREFULLY TO ENSURE A SMOOTH CONVERSION


*New Users* Click to Download LoanAce and begin instructions at the Installation Process below.

BEFORE INSTALLING UPDATES:

  1. The default location for the "LoanData" folder has changed from previous versions. For this reason, it will be helpful to make a note of your current "LoanData" folder location so you can easily update the settings in LoanAce after installation has completed.
    1. To find your LoanData folder in LoanAce click Tools > Settings and select the Loan Folder tab.

    Note: Loan data will not be lost or removed from your computer while updates are being installed.

  2. Uninstall the version of LoanAce currently running on your computer via the Control Panel.


Installation Process:

  1. When prompted, select "Run" or "Save" on the file download dialog box.

  2. An Internet Security Warning will pop-up to confirm you trust the source (LoanAce) and want to download the software, click "Run".

  3. Select to "Install the VS Primary Interop Assembilies. (This is a Microsoft required component necessary for LoanAce to install and run successfully.)

The LoanAce Set up Wizard will being automatically. Continue through the wizard as follows to successfully complete installation:

  1. Click "Next" to being the installation process.
  2. Install
  3. The default location for LoanAce installation and program files is listed. This is the recommended standard location for programs to be installed.
    1. If you wish to install LoanAce using a different location, select “Browse” and choose your preferred location.
    2. To make the program accessible to other user accounts on the same computer, select ‘Everyone’; otherwise select ‘Just me’ to make LoanAce available for the user account you are currently logged into.

  4. Click "Next" to proceed with installation.
    1. To change these settings, click the "Back" button and make the necessary changes prior to installing LoanAce.

  5. When you receive the "Confirm Installation" screen, click "Next".

  6. While LoanAce is being installed, you will see the progress window. This process may take a few minutes. Do not turn off your computer while this is running. You may work in other programs while this completes.

  7. You will receive a message letting you know that the installation process has completed. You may then close the install wizard and open LoanAce using either the short-cut icon created on your desktop or via your start menu within the TeraVendo programs folder.


If you have any questions after reading these directions please e-mail us at Support.

NOTE: Windows 7 and Vista users, be sure to be logged in with Admin settings to allow installation.