Create a Loan

How to Create a Loan

Learn More: For a visual guide on how to create a loan, Watch the Video Link - https://www.youtube.com/watch?v=enRN9OigKkM

1. Find the Existing Client

First, you need to locate the client's profile.

1. After logging in, navigate to the following location in the main menu: Client Administration > Search for an Existing Client

2. Select one of the following search methods from the dropdown list:

   • Search on Client Number
   • Search on Client ID Number
   • Search on Client Tax Number
   • Search on Client Surname
   • Search on Client Bank Account Number
   • Search on Client Bank Card Number
   • Search on Loan Number
   • Search on Loan Reference
   • Search on Original Client Number

3. Enter the corresponding information into the "Search Value" field.

4. Click the Search button.

2. Start the New Loan Application

From the search results, click on the correct client's name to highlight them, then click the New Loan button. This will open the loan application form.

3. Complete the Loan Information

As you fill out the multi-page loan form, please take note of the following:

• Mandatory Fields: All fields marked with a red asterisk (*) must be completed to proceed.
• Error Messages: Any warnings or errors that require your attention will be displayed in red at the top of the screen.
• Currency: The currency symbol displayed next to amount fields (e.g., ZAR) is based on the country selected during your company's initial setup.
• Navigation:
  • Click Next to continue to the next page.
  • Click Back to return to a previous page. Important: Always use the on-screen Back button, not the back button in your web browser.

4. Save the Loan

1. Once you have entered all the required information on the final page, click the Finish button.
2. This will save the new loan details to the client's profile.
3. After saving, the system will automatically return you to the "Search for an Existing Client" screen, with your client still highlighted.

5. View the New Loan

You can immediately view the loan you just created.

1. With the client still highlighted, click the Loans button. A list of all their loans, including the new one, will be displayed.
2. To return to the client search results screen, click on the Search breadcrumb link located in the top-left corner of the page.