www.loanperformer.com

Table of Contents (Online Help)

 

Board Members

Loan performer provides the users with the opportunity to adopt and use the Loan Performer under Business Clients we mean the enterprises and the institutions (body corporate) registering with your organization as clients.

You have to be aware that Loan Performer does not support loans to Business Clients. Only savings are possible.
If your organization practices lending to such clients, they should be entered as "Individual Clients" or "Group Clients", depending on what you find appropriate.

How to add Board Members To add Board Members go to Clients\Business Clients/Board Members and a screen like the one below shows up:

 

The formats of all ID documents acceptable in your institution should be preset in the Support Files/Identity Documents menu.

Press the button Return to go back to the Board Member screen and save.

Click on the Save button to save the business client and a fees registration screen like one below appears:

Related Topics

Contact LPF live support for more information
This service requires an Internet connection.

Comment on the documentation
Crystal Clear Software Ltd appreciates your feedback. To evaluate this topic, select a corresponding score below:
Poor1 2 3 4 5 Resolved
Name: Email: Organisation:
To send your feedback to the documentation department, type your comment below and click the send button.


The Nº 1 Software for Microfinance