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A Loan loan officer would want to access Savings and/or Loan Accounts of a Client. This is easily possible from the Client Details Pageclient details section of the app.


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On this page:

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View Savings Accounts


  1. Once you are on a

Client's Details View
  1. Click on Savings Accounts Label - This Will

    client's details, you can see the number of Savings Accounts associated with this client. You can tap on Savings Accounts to see a list - this will only work if a

    Client

    client has a Savings Account.

    Image Added

  2. On this list, you can see the number of Savings Accounts associated with this client next to Savings Account Label. 

    A List opens up and shows the 

    : 
    1. Status of the Account account as a Colored Squarecolored square
    2. Account Numbernumber
    3. Current Balance
    Click
    1. balance
    Image Added

  3. You can also click on any Savings Account to View view its Detailsdetails.  
     Image Added  

View Loan Accounts

Once


  1. Again, once you are on a
Client's Details View
 
  1. Click on Loan Accounts Label - This Will client's details, you can see the number of Loan Accounts associated with this client. You can tap on Loan Accounts to see a list - this will only work if a Client client has a Loan Account.
    Image Added

  2. On this list, you can see the number of Loan Accounts associated with this client next to Loan Accounts Label. 

    A List opens up and shows the 

    : 
    1. Status of the Account account as a Colored Squarecolored square
    2. Account Numbernumber
    3. Loan Product Name
    Click
    1. product name
    Image Added

  3. You can also click on any Loan Account to View view its Detailsdetails.  
    Image Added