A Loan officer would want to access Savings and/or Loan Accounts of a Client. This is easily possible from the Client Details section of the app.
On this page:
View Savings Accounts
Once you are on a 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 has a Savings Account.
On this list, you can see the:
Status of the account as a colored square
Account number
Current balance
You can also click on any Savings Account to view its details.
View Loan Accounts
Again, once you are on a 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 has a Loan Account.
On this list, you can see the:
Status of the account as a colored square
Account number
Loan product name
You can also click on any Loan Account to view its details.