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Table of Contents (Online Help)

Retrieve Loan Contracts

This window is used to retrieve contracts for loans that were disbursed during the selected period. Ensure that you have chosen to save loan contracts at disbursement under the menu System->Configuration->Loan Product Settings->Contracts and that you ticked the option " Print loan contract at disbursement" under System/Configuration/ Loans.

How to retrieve loan contracts

To retrieve loan contracts go to Loans/Portfolio Reports/Retrieve Loan Contracts, the following screen appears:

Note that all loan contracts that had been logged at disbursement will appear in the above grid from the lowest loan number in the range to the highest e.g. "KA/000009" - "KA/000015".

Reporting Period from: In the drop down box, select the appropriate date when the Loan contracts log will start e.g. "01/03/2016" and in the To drop down box, select the date when the Loan contracts log will end e.g. " 18/03/2016".
Data-entry Person: From the drop down box, select a particular credit officer whose loan contracts you want to retrieve e.g. "Joel" or tick the option All to select all credit officers.
Mode of payment: Select the mode of payment for loan contracts to be retrieved. This could be cash, cheque, transfer to bank etc.
Reprint only selected contract: When this option is selected, the loan contract selected in the grid will be printed.
Print Order: Select from the drop down box the order in which the Retrieve Loan Contracts report will display and arrange the retrieved loan contracts.
Select any other required additional options or use the default selections. For additional information on these options you can refer to Portfolio Report Formats .

Click the OK button and the Loan Contract Log will be displayed as shown below:

Close the report to proceed, the following dialogue box asking whether you want to clear the log appears:

Click on the Close button to quit.

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

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www.loanperformer.com

Table of Contents (Online Help)

Retrieve Loan Contracts

Note that all loan contracts that had been logged at disbursement will appear in the above grid from the lowest loan number in the range to the highest e.g. "KA/000009" - "KA/000015".

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

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