www.loanperformer.com

Table of Contents (Online Help)

 

Loan Purpose

Loan Performer requires that you should define a purpose for each loan a client applies for. The Loan Purpose will be selected from the preset drop down list during the Loan Application process.

Loan Performer also offers the flexibility of adding, modifying or deleting different Loan Purposes as explained below.

How to Add a Loan Purpose  

To add a loan purpose you go to Support Files ->Loan Purpose and a screen like the one below shows up:

Click on the Add button to add the loan purpose and this will appear in the scroll space. Repeat this for all possible purposes. Then click on the Close command button to exit the menu.

How to Delete\Modify a Loan Purpose 

To delete\modify a Loan Purpose you go to Support Files ->Loan Purpose and a screen like the one below shows up:

From the list of the displayed loan purposes in the scroll space, click on the label that you want to delete\modify. The variables for the selected loanpurposewill be displayed in the Label for Loan Purpose text box, e.g., "Equipment Loan".

To modify the loan purpose label make the necessary changes and click on the Update command button. To delete the label click on the Delete command button. Then click on the Close button to exit the menu

Related Topics

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

Comment on the documentation
Crystal Clear Software Ltd appreciates your feedback. To evaluate this topic, select a corresponding score below:
Poor1 2 3 4 5 Resolved
Name: Email: Organisation:
To send your feedback to the documentation department, type your comment below and click the send button.


The Nº 1 Software for Microfinance