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Loan accounts may be created for active clients, active groups, or for members of active groups. 

 

On this page:

To create a loan account application for a client

To create a loan account application for a client, select the client (needs link to how to find a client). Click the General tab.

  1. Click +New Loan on the bright blue action bar.
  2. Select the loan product to base the loan account on from the product list.
  3. Complete the loan account fields, making any modifications from the default that are permitted and applicable to the loan application.
  4. Click Submit.

The loan account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loans.

To create a group loan account application

To create a loan account application for a group, select the group (needs link to how to find a group). Click the General tab.

  1. Click +Group Loan Application on the bright blue action bar.
  2. Select the loan product to base the loan account on from the product list.
  3. Complete the loan account fields, making any modifications from the default that are permitted and applicable to the loan application.

  4. Click Submit.

The loan account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loans.

To create joint liability group (JLG) loan account applications

To create JLG loan account applications, select the group (needs link to how to find a group). Click the Members tab.

  1. Click +JLG Loan Application next to the member the loan account is for.
  2. Select the loan product to base the loan account on from the product list.
  3. Complete the loan account fields, making any modifications from the default that are permitted and applicable to the loan application.

  4. Click Submit.

  5. Repeat steps 1-4 for each group member applying for a loan.

The loan account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loans.

To create Bulk JLG loan accounts application

 To create a Bulk JLG loan account application for a group, select the group (needs link to how to find a group). Click the General tab.

  1. Click +Bulk JLG Loan Application on the bright blue action bar.
  2. Select the loan product to base the loan account on from the product list.
  3. Select the clients for applying JLG loan. You can use right and left arrows to move clients from all the available clients in that group to the selected ones.
  4. Click Submit, to select the clients. 
  5. Fill in the common details section in Bulk JLG loan form.
  6. Modify the specific client details if desired.


  7. Click Submit at the end of the client list.

The loan account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving loans.

 

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