How to add a loan account on Core.

Login to your account by filling in your username and password.

Search for the member to whom you would like to add a loan account

Click on the blue 'Add' button

Select ' loan account'

Under the loan portfolio, you will have an overview of the member's loan history.

Click on 'next' to move to the member profile section

Ensure the member's profile is 100% complete

Click on 'next' to move to the loan products section

Under loan products, you are able to see the loan products the member qualifies for.

Select the loan product you would like to add

Fill in all the required details pertaining to the loan.

Click on Next 

Bypass or add other sources of income if the 1/3 rule has been violated

Add guarantors by searching for the guarantors on the search bar

Click on 'next' to move to the overview section

Ensure the loan details are well captured

Submit the loan application

You can either 'print the receipt' detailing the application or skip

You have successfully added a loan account!

The loan is now in the 'pending' state and requires to approval.

Kindly review the article, 'how to approve a loan on core' to get an understanding of how to approve the loan.