To create a
loansaving account application for a client
To create a loan saving account application for a client, selectthe client (needs link to how to find a client). Click the General tab.
- Click +New LoanSaving on the bright blue action bar.
- Select the loan saving product to base the loan saving account on from the product list.
- Complete the loan saving account fields, making any modifications from the default that are permitted and applicable to the loan saving account application.
- Click Submit.
The loan saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loanssaving accounts.
To create a group
loansaving account application
To create a loan saving account application for a group, select the group (needs link to how to find a group). Click the General tab.
- Click +Group Loan Saving Application on the bright blue action bar.
- Select the loan saving product to base the loan saving account on from the product list.
- Complete the loan saving account fields, making any modifications from the default that are permitted and applicable to the loan saving application.
Click Submit.
The loan saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loanssaving accounts.
To create
joint liability group (JLG) loan account applicationsa center saving account application
To create JLG loan account applicationsa saving account application for a center, select the group center (needs link to how to find a groupcenter). Click the Members the General tab.
- Click +JLG Loan Application next to the member the loan account is forCenter Saving Application on the bright blue action bar.
- Select the loan saving product to base the loan saving account on from the product list.
- Complete the loan saving account fields, making any modifications from the default that are permitted and applicable to the loan saving application.
Click Submit.
- Repeat steps 1-4 for each group member applying for a loan.
The loan The saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loanssaving accounts.
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