New Loan Creation
How to Import Loans
Loan Importation Center The loan importation center is the location where you can import loans as CSV to add them to the system. The page can be found by: A template of the required CSV can be downloaded from this page. The template looks like this: ...
Loan Listing Overview
Loan Listing is the page where you can see all loan data in your organization. Navigation Description 1. Search You can search for any loan using the searchbar. By default it searches using everything (loan number, customer name, customer phone, ID ...
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 ...