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 can view the loan products for which the member is qualified.
Select the loan product you would like to add
Fill in all the required * details (Principal, loan duration, submitted date, disbursed date, interest charged from & First Date of Repayment) for the loan.
SASRA Classification- select the one that applies.
Refinancing - Add notes and click next.
Loan Charges- Add or remove the fees
Preview the loan schedule
Security- Add guarantors by searching their names or collateral of the loans
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!
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