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View Accounts of a Client

View Accounts of a Client

Owned by Ishan Khanna
Last updated: Mar 18, 2019 by Janiline EbaiVersion comment

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


  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.



  2. On this list, you can see the: 
    1. Status of the account as a colored square
    2. Account number
    3. Current balance


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

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


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

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