View Accounts of a Client

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.

View Savings Accounts

1. 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.

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2. On this list, you can see the: 

   1. Status of the account as a colored square

   2. Account number

   3. Current balance

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3. You can also click on any Savings Account to view its details.

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View Loan Accounts

1. 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.
   

   
   
   

2. On this list, you can see the: 

   1. Status of the account as a colored square

   2. Account number

   3. Loan product name

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3. You can also click on any Loan Account to view its details.

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