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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".

• Branch: This is the code of a branch of your organization to which the client belongs, e.g., "TA". If there are no branches, it is the code of your organization. The branch codes are not modifiable and are assigned to the organization at licensing. Unless you have a corporate license or a license for centralized data administration, your choice will be limited to only one branch code. In the demo version of Loan Performer the branch code is the abbreviation DB standing for Demonstration Branch.
• Reg. Code (Registration Code): The program automatically chronologically assigns a new registration code to every new client, e.g., "000003". The clients registration number will therefore be, "DB/000003" which is a combination of a branch code and the reg. code of six (6) digits,. This means that the maximum number of individual clients that can be registered is 999999.
• Send to word: Click the "Send to Word" button and select the directory to where the word document containing the client registration details will be saved. This path should have been created under System/Configuration/Register Part 2.
• Approved by: The name of the person logged in will appear in this field also as the approving person e.g. "Performer".
• Approval date: The date the client was approved will appear here e.g. "01/01/2001".
• Client Names: There are 3 fields for entry of the clients' names: First Name, can be optional e.g. "William", Middle Name optional can be left blank and Surname compulsory e.g "Wilson". Each of these fields can contain up to 30 characters. You can chose which name is compulsory or optional under the menu System/Configuration/Register Part 2 "Word to export client's data"
• Title: This is a drop-down box with options like: Mr.\Ms.\Mrs.\Dr.\Hajj, etc. You can set these options the way it suits you at Support files\Name Titles menu and add/modify/delete them later.
• Registration Date: This is the date when you register someone as your client e.g 01/01/2001". It is a compulsory field, and the date entered here should precede any transactions with the client.
• Gender: A compulsory field, where you indicate your client's gender, choosing from options Female or Male in the drop-down box.
• Retrieve: Click on the Retrieve command button and choose the client for whom you wish to edit the data
• Client Exists: When entering a new client, you can always check if the same person or a client with similar characteristics does not already exist in your database.
• 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.
• Member of a group: Click the drop down menu to display the groups and select the one that the client belongs this will save the user from registering the member independently from the menu Clients/group Clients.
• Start of membership: Enter here the date when the individual client started his membership in the selected group.

• Note that before viewing information on this page you have to update the loan status by running "Retrieve loans" option from the "Loans" menu.
  

  Loan history report: Once the client has been retrieved, the loan number, amount, date of disbursement and loan status will be displayed here. Click on the loan and the all the loan details will be displayed in the grid provided.

  Loan Number: The loan number of the selected client will automatically be displayed here.

  Print Loan Ledger card: Click on the button to generate the loan ledger card of the selected client. This Loan ledger card will have even the transactions to date.

Related Topics

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