www.loanperformer.com

Table of Contents (Online Help)

Importation of Loan Guarantors

Note:
1. The loan guarantors are well-known members of the community, who can stand in for the individual client applying for a loan and can take the responsibility of the repayment of the loan in case of client's failure.

2. You can create a list of loan guarantors using the Loan Guarantors option in the Clients menu.

3. Loan guarantors are imported using the Import Clients Data feature and at incase you had forgotten any after importation, you can still add him/her to the list at the moment of entering a loan application for the individual client.

The recommended application for creating clients databases is Microsoft Excel since these files have to be saved with an “.xls” file extension.

Note:
1. To import loan guarantors, you need to properly feel the loan guarantors template.

2. The importation files are located in the installation directory

3. The loan guarantors file looks like one below:

• Enter the relevant data into the template and save the file as a Microsoft Excel file as seen below e.g. "Loan Guarantors.xls" This file should be saved as a workbook with a single worksheet.

To import loan applications, go to Loans\Loan Importations\Import loan Guarantors. A screen like one below appears.

• File type: Select the data type of file of your file to be imported. Loan Applications can be imported from three file formats i.e. dBase, Microsoft Excel or Tab delimited text files. Each of these files has a standard file format on how data should be arranged.
• Import File: Click on the Choose button to browse to the location of the importation template you intend to import
• Import data for: From the drop down select the client type that you want to import e.g. "Loan Guarantors".
• Error File: The name of the file to be imported which will appear here e.g "ErClient.txt".
• Imported Files: This scroll window lists all previously imported files.
• Import file format: This scroll window lists the various fields of the file to be imported and their properties.
• Import: Click on the import button to import the data from your file into Loan Performer. If the template is well filled the confirmation message below will appear:

Image of groups to be imported needed

• Select yes to import the data in the file and a success dialog prompt will follow as seen below:

Image of successfully imported groups needed

• Cancel: Closes the Import Loan Applications dialog.
• View: This button opens the selected import file within its corresponding application.
• Reset: Click on this button to clear the file logs

Image of successfully imported group file needed

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