How to create a Loan
There are two ways of creating loans:
- USSD/ mobile app - Customer applies
- Manual creation on the loan done by admin
This guide focuses on creating a loan manually through the Presta LMS
Step 1: Access the Loan Section
Login to https://accounts.presta.co.ke/ and select Presta as indicated below
On selecting Presta navigate to the Loan section on the menu on the left and click it and select All loans
Step 2: Creating the loan
When the page loads you should be able to see the page below. Follow the arrow to create a new loan
Fill in the loan details as below
When you click submit it should lead you to a pop up window to confirm details before submitting the new loan
Step 3: Approving the loan
Once you save if successful you will get a confirmation message and a draft of the loan waiting approval
After approving the draft it moves to appraisal where it will need to be approved a second time by admin
Once approved by admin it will be indicated as below allowing you to either post or disburse the amount
Post the loan to show a record of the loan if the client has already received the funds.
Disburse the loan when you want to transfer the money from your account to the client.
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