Portal

Portal

This is where clients login and manage their account. Visit Clients Section to check on how to create client login details. A client can have multiple users linked to it. Clients use the same login link as admin but will be redirected accordingly.

Loans

All the loans that belong to the client will appear here.

View Loans

Clicking View Loans will open loans list page. On this page you will see a table with columns below:

  • System ID: The system id of the loan
  • Branch: The branch of the loan
  • Loan Officer: The financial institution representative who has responsibility for, and interacts with, the client/group associated with a loan account
  • Amount: The amount disbursed
  • Balance: The outstanding loan amount
  • Disbursed: The date when the loan was disbursed
  • Status: The current loan status
  • Product: The loan product
  • Details: The details of the loan

Loan Details

The loan details page will show more details about the loan

View Applications

Clicking View Applications will open loan applications list page. On this page you will see a table with columns below:

  • System ID: The system id of the loan application
  • Product: The loan product
  • Amount: The amount applied for
  • Status: The current loan application status
  • Date: The date when the application was made
  • Action: Further actions that you can take on the row like edit or details

Add Application

To add new application , click on Loans menu then click Create application. This will open the loan application create page offering a series of text inputs. The form contains:

  • Loan Product: The loan product. Once this is selected, some fields will be prepopulated with values from the loan product
  • Amount: The amount that you are applying for
  • Notes: Additional details

Savings

Clicking View Savings will open savings list page. On this page you will see a table with columns below:

  • System ID: The system id of the savings
  • Branch: The branch of the savings
  • Savings Officer: The financial institution representative who has responsibility for, and interacts with, the client/group associated with a savings account
  • Interest Rate: The interest rate of the product
  • Balance: The current savings amount
  • Status: The current savings status
  • Product: The savings product
  • Details: The details of the savings

Client Profile

This will show the client profile