Page Comparison

To create a loan account for a client

To create a loan account for a client, you must select the client and view open the client's profile.

1. From the view client screenpage, click +New Loan on the bright blue action bar.
2. Select the loan product to base the loan account on from the product list.
3. Complete the loan account fields, making any modifications from the default that are allowed and applicable to the loan application.
4. Click Submit.

To create a loan account for a group 

To create a loan account for a clientgroup, you must select the client group and view open the clientgroup's profile.

1. From the view client screengroup page, click +New Group Loan Application on the bright blue action bar.
2. Select the loan product to base the loan account on from the product list.
3. Complete the loan account fields, making any modifications from the default that are allowed and applicable to the loan application.

4. Click Submit.

See: http://mifos.cloud.answerhub.com/questions/116/what-is-the-difference-between-group-loan-applicat.html

Create new JLG loan 

New JLG loan application: In JLG loan application, a loan is created for each member of that group (one can exclude members if member is not applied for new loan) and tracked at member level only.And only these JLG loans appear in the collection sheet. This is feature is useful for organization following Grameen or similar methodology (center, group and joint liability loans)

It is similar to the individual loan but individual loan does not appear in the collection sheet.

Field Name (attribute)

Description

Example

Validations (if applicable)

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