This page allow a Loan Performer user to register and edit Loan Performer guarantor information.
Loan Performer uses this information in the creation of Loan Contracts, Notification Letters on arrears and numerous other reports.
How do you enter a client's contacts (postal and/or telephone) and physical location.
To enter some additional information you use to identify your clients you go to Clients/Individual Clients/Address and the following screen appear:
First Name:e.g "Jean Joseph" which is compulsory.
Middle Name: is optional.
Surname:e.g. "Victor" which is also compulsory.
Title: From the drop down, select the appropriate title for the client e.g "Mr". These titles need to have been defined under Support files\Name Titles.
Registration Date: Enter here the date when you register someone as your client e.g "11/01/2016". It is a compulsory field, and the date entered here should precede any transactions with the client.
Gender: From the drop down select the appropriate gender of the client. This is a compulsory field.
Member of group: Select from the drop down the group to which the client belongs e.g "Ambinina".
Client is also a guarantor: Tick this checkbox if the client can stand in as a guarantor to other clients. If this checkbox is not ticked, he will not appear among the acceptable guarantors.
Client can buy shares: Tick this checkbox if the client is allowed to own shares in the organisation. If this checkbox is not ticked, he will not be able to purchase or sell shares to the company.
Add Photo and Signature: You may also add the client Photo and signature at this stage if they were not added at registration.
Reference Number: This could be a number or a code, used in your administration to identify the client in addition to the registration code given by Loan Performer (e.g., client's file number). You can successfully utilize this field if the numbering you use does not match the way Loan Performer does it.
Statistics Number: This is just a number that you may use for your statistics.
Photo and Signature: You may want to verify your clients' identities by their photographs and/or signatures (it is essential if you are engaged in savings activities). For that purpose, catalogues, storing the files with photo images and signature samples of the clients must be maintained. These files should be the picture files of the following types: Bitmap (with extension .BMP), Device Independent Bitmap (extension .DIB), Graphics Interchange Format (extension .JPG), Joint Photographic Electronic Group (extension .GIG), Cursor (extension .CUR), Animated Cursor (extension ANI) or Icon (extension .ICO).
Before you start entering the clients, please, specify the location of picture files at System/Configuration/General menu.
"Photo" and "Signatures" file folders are created at the installation of Loan Performer and meant for storage of scanned photos and signatures of the clients respectively.
Please note that your photo and signature files should be saved with the names of not more than 14 characters. We recommend to save them with the client's code followed by the first characters of the surname and an indication whether this is a photo or a signature file (see an example in the Configuration/General).
Documents: Click on the Documents command button and a screen like the one below shows up:
Note that all ID documents acceptable in your institution should have been defined under the menu Support Files/Identity Documents menu.
ID Number: Select the ID document type from the "ID Document" drop down list box.
Date of Issue: Enter the date the ID was issued in the "Date of Issue" date box
Issued By: Enter the authority, that issued the document in the "Issued by" text box
Valid Until: Enter the date of expiry in the "Valid Until" date box
Priority: Specify the "Priority" of the document. That is the degree of importance the document carries if holder has several ID documents. That is the degree of importance the document carries if holder has several ID documents.
Area Name / Code: Click the Choose button to select the guarantor belongs. These geographical areas should have been entered under menu Support files/Geographical areas
To update/delete record, click on the ID document on the list, make modifications in the text-boxes at the bottom of the page (if updating) and press on the corresponding button.
Press the button "Return" to go back to the client's screen.
Documents
Note that The formats of all ID documents acceptable in your institution should be preset in the Support Files/Identity Documents menu..
