www.loanperformer.com

Table of Contents (Online Help)

 

Personal Data

This page allows a Loan Performer user to enter more of the client's personal data.  

All the fields apart from the Birth date are optional and filled only if the information is required by the regulations of your organization.

How to fill in or update personal data for a client

To fill in or update a clients personal data you go to Clients/Individual Clients and a screen like the one below shows up:

 

 

Click on the Retrieve command button and choose the client for whom you wish to add personal data and then click on the Personal Data tab to continue.

Related Topics

If in the System/Configuration/Register Part 2 you have specified the minimum age of your clients, Loan Performer will not allow you to save a client below the minimum age.

 

 

Related Topics

 

 

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

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