How to disburse a loan on Core.

Created by Judy Macharia, Modified on Thu, 21 Sep 2023 at 03:48 PM by Judy Macharia

  1. Go to the member's profile

  2. Scroll to the loans section

  3. Click on the 'view' button of the loan you would like to disburse, it should be in the approved state

  4. Click on the blue 'disburse' button on the top right corner

  5. Fill in the first repayment date

  6. Fill in the appropriate disbursement method

  7. Check the 'signed letter of offer' check box

  8. Click the 'submit' button

  9. Go to the 'Finance' section

  10. Under transactions, click on 'loan disbursements'

  11. Select the loan to be disbursed

  12. Click on the blue 'disburse' button

  13. Add a note(optional)

  14. Go to the member's profile and confirm the disbursement. The loan state should have moved from 'approved' to 'active'

  15. You have successfully recorded the disbursement!

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