Overview

The Client Administration module is the central area for managing all client-related information and activities. From here, you can search for existing clients, view their profiles, and access all functions related to their loans, from creating new agreements to viewing historical data.

Searching for an Existing Client

To begin working with a client, you must first locate their profile using the search function.

Navigation:

1. From the main menu, navigate to Client Administration.
2. Select Search for Existing Client.

Using the Search Screen:

You will be presented with a search form containing several fields to help you find a specific client.

• Required Fields: Fields marked with a star (*) and highlighted in yellow are mandatory. You must complete these fields with valid information to perform a search.
• Enter the client's information into the relevant fields and execute the search. A list of matching clients will be displayed.
• Select the correct client from the results list to proceed.

Available Client Functions

Once you have selected a client, their profile becomes the context for several key loan administration functions, which are organized into the following areas:

Feature	Description	Documenation
Loan Origination Process	This encompasses the entire workflow for creating and processing a new loan from start to finish	Loan Process
Create a New Loan	Create a New Loan for a Client: A direct function to initiate a new loan application for the selected client	New Loan
Loan History	View the Loan History of a Client: Provides access to detailed records of all past and current loans associated with the client	Loans