Navigation: Borrowers >> Add Borrower
Description: Add a new borrower.
The following fields are present in the Add Borrower page.
The following are the required fields to add a new staff member.
Please only put the first name here.
Middle / Last Name
You can put middle name and last name here.
Select the gender
Select the country where the borrower is located.
The following are the optional fields.
Type the mobile number of the staff member. Do not put country code, spaces, or characters in mobile otherwise you won't be able to send SMS to this mobile.
Type the email address of the borrower.
Date of Birth
Select the date of birth
Province / State
Select the working status of the borrower.
Borrower PhotoYou can upload a picture of the borrower. This can help you with identification purposes if the borrower comes into your branch to conduct transaction.
You can upload borrower files. This is useful for uploading borrower agreements.
You can assign borrower to staff members. This borrower will appear in the Daily Collection Sheet and the Past Maturity Date Loans Sheet of the staff. This will allow you to download the daily collection sheet for each staff and the staff will know which borrower to chase for payment.