www.loanperformer.com

Table of Contents (Online Help)

 

Business Address

This page allow a Loan Performer user to enter a client's contacts (postal and/or telephone) and physical location.

Loan Performer uses this information in the creation of Loan Contracts, Notification Letters on arrears and numerous other reports.

How to enter a Business Address.

To enter to enter a Business Address go to Clients/ Business clients/Address and the following screen appear:

If in the Support Files/Geographical Areas you have marked the checkbox of the option “User can pick from lowest level only”, then on the "Address" page you will see and be able to choose only the lowest administrative units (e.g., parishes).

Indicating Area Names and Codes will enable you to produce reports on your activities in different localities of your operational area.

Select the bank name and the branch from the respective drop down list boxes and enter the IBAN No. (where appropriate) and/or client's account number into the text boxes.

Please note that the validation of the IBAN numbers happens in stages capturing the country format first, then bank and lastly bank branches in accordance with the respective country formats set under Support Files/Nationality.

 

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