www.loanperformer.com

Table of Contents (Online Help)

 

Loan Details

This window allows you to view all the loans that clients had ever applied for with your organization and their details (client's credit history).

Note: It is not possible to enter any information here. The page is automatically updated by Loan Performer with every new loan transaction entered in the Loans module. The clients should have been registered under the menu Clients.

How to view the details of a particular loan

To view the details of a particular loan go to Clients/Individual Clients/loan details and the following screen appear:

You can now find the loan by its number in the list under "Loan History Report" and highlight it. All relevant information will appear on the grid below the "Loan number".

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