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.