Overview

This feature allows you to capture a live photo of the client using a webcam during the loan application process. The captured picture, along with a date and time stamp, can be embedded directly into the final loan agreement for enhanced security and identity verification.

Prerequisites

Before using this feature, please ensure the following are in place:

• User Permissions: An administrator must activate the following resource for your user role: Loan - MaxMedia Take Client Picture with Loan.
• Hardware: A functional webcam must be connected to your computer. This can be a built-in camera or an external USB webcam.

Navigation

This function is a step within the New Loan wizard, typically appearing after the loan summary and validation steps.

Path: Client Administration > Search for an Existing Client > New Loan > Take Picture

Step-by-Step Guide to Taking a Picture

1. Select Your Camera:

   • From the dropdown menu, choose the camera you wish to use.

2. Grant Camera Permission:

   • Your web browser will display a pop-up asking for permission to access your camera. You must click Allow to proceed.

3. Position the Client:

   • A live video feed from your camera will appear in the "Video Live" box.
   • Position the client so their face is clearly visible within the frame.

4. Capture the Image:

   • When you are ready, click the Snapshot button.

5. Review the Picture:

   • The captured photo will appear in the "Video Picture" box for your review.

6. Save the Image:

   • If you are satisfied with the quality of the picture, click Save Image. The photo will be saved and linked to the loan record.

Skipping the Photo Capture

If you need to bypass this step, you can: