www.loanperformer.com

Table of Contents (Online Help)

 

Clients

Loan Performer supports three major types of clients and they are managed under the following menus:

Transactions with businesses\institutions in Loan Performer are limited to savings only. If your organization practices lending to such clients, they should be entered as Individual clients or Group clients, depending on what you find appropriate.

Individual Client Data - Entry Form

Registration Number (5 Characters) ______________________

Account number (5 Characters) __________________________

Client's title (4 Characters) ______________________________

Client's First name (15 Characters) _______________________

Client's Surname (15 Characters) _________________________

Client’s Spouse name (15 Characters) _____________________

Client’s Identity Card Type ______________________________

and Number (30 Characters) _____________________________

Mail Address (PO Box, 20 Characters) ____________________

Mail Address (town/city, 20 Characters) __________________

Physical Address (20 Characters) _________________________

Graduated from Group Scheme (Yes/No) _________________

Residence (by district/county/sub-county/parish) _________

Distance from branch in Km (max 99) _____________________

Membership from (dd/mm/yy) __________________________

Occupation (20 Characters) ______________________________

Birthday (dd/mm/yy) __________________________________

Marital status (Single/ Married or cohabitating/ Divorced or separated/

Widow or widower/ Unknown) ____________________________

Literacy (Yes/No/Unknown) ______________________________

Speaks English (Yes/No/Unknown) ________________________

Other language spoken ____________________________________

Next of Kin ______________________________________________

Address of Next of Kin ____________________________________

Name of Co-account holder (first and family name, 25 Characters) ____

Identity Card of Co-account holder __________________________

and number (30 Characters) _________________________________

Number of Signatures needed to operate savings account ______

Membership ended on _____________________________________

Reason why membership ended (no limit to the field) _________

Group Client Data - Entry Form

Registration Number (5 Characters) _________________

Account number (5 Characters) _____________________

Name of the Group (40 Characters) __________________

Physical Address (20 Characters) ____________________

Residence (by district/county/sub-county/parish) ____

Distance from the branch in Km (max 99) ____________

Membership from (dd/mm/yy) ____________________

Mail Address (PO Box, 20 Characters) _______________

Mail Address (town/city, 20 Characters) _____________

Number of sub-groups (if any) _____________________

Number of Members of the Group __________________

List of Members of the Group ______________________

Name of the Chairperson (first and family name, 25 Characters) ____

Identity Card Chairperson __________________________

and Number (30 Characters) ________________________

Authorised to operate savings account (Yes/No) ______

Name of Secretary (first and family name, 25 Characters) ________

Identity Card Secretary ____________________________

and Number (30 Characters) ________________________

Authorised to operate savings account (Yes/No) ______

Name of Treasurer (first and family name, 25 Characters) ___

Identity Card Treasurer and Number (30 Characters) ___

Authorised to operate savings account (Yes/No) _______

Name of one Other Board member (first and family name, 25 Characters) ____

Identity Card Other Board Member and Number ( 30 Characters) ______

Authorised to operate savings account (Yes/No) _________

Number of signatures needed to operate savings account (max 3) ______

Membership ended on (dd/mm/yy) ____________________

Reason why membership ended (no limit to the field) _____

Business Client Data - Entry Form

Registration Number (5 Characters) __________________

Account number (5 Characters) ______________________

Business or Institution’s name (40 Characters) _________

Physical Address (20 Characters) ____________________

Location (by district/county/sub-county/parish) ______

Distance from branch in Km (max 99) ________________

Registered since (dd/mm/yy) ______________________

Mail Address (PO Box, 20 Characters) ________________

Mail Address (town/city, 20 Characters) ______________

Name of person 1 acting on behalf of … (first and family name, 25 Characters) ____

Identity Card person 1 and Number (30 Characters) ____

Authorized to operate savings account (Yes/No) _______

Name of person 2 acting on behalf of … (first and family name, 25 Characters) ____

Identity Card person 2 and Number (30 Characters) ____

Authorized to operate savings account (Yes/No) _______

Name of person 3 acting on behalf of … (first and family name, 25 Characters) _____

Identity Card person and Number (30 Characters) ______

Authorized to operate savings account (Yes/No) _______

Number of signatures needed to operate savings account (max 3) _______

Account closed on (dd/mm/yy) ______________________

Reason why (no limit to the field) _____________________

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

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