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In order to create a new loan application, find the customer for whom a loan application should be created in the Profiles" tab. Then click on the "Create application button". After that you will be given a loan application form:

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Here you need to fill the following:

  • Specify the loan product;
  • Specify the loan amount;
  • Specify the interest rate;
  • Grace period;
  • Maturity;
  • Disbursement date;
  • Preferred repayment date.

Once you have specified everything, click on the "Preview" button to see the repayment schedule and click on the "Save" button to proceed.

 

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