How to create a new loan.

To create a new Loan:

1. Click on All loans in the drop down menu as shown below.

2. Click on the 'New Loan' button.

3. Fill in the Loan details and click submit as shown below.

a. Start typing the customer Name and Select as shown below.

           b. Click the button if the customer is not already in your organization and fill in the details as shown below and click               'Create User' to create them and add them to the new loan.

c. Select a fee description already pre-configured from the loan product selected above. 

 

d. Click the button to schedule fees.
Note: button is not active for 'Fixed Amount' fees type.

Add the different schedules then click the 'Schedule' button to create the schedules.

e. Click the icon to remove the fee.

f. Click the 'Add Fee' button to add another fee row.

g. Click the 'Submit' ones all the available input fields have been filled.

4. Confirm that all the details are okay then click the 'Yes, Save' button to create the loan.

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