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.
First Name
Please only put the first name here.
Middle / Last Name
You can put middle name and last name here.
Gender
Select the gender
Country
Select the country where the borrower is located.
The following are the optional fields.
Mobile
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
Address
City
Province / State
Zipcode
Landline Phone
Business Name
Working Status
Select the working status of the borrower.
Borrower Photo
You can upload a picture of the borrower. This can help you with identification purposes if the borrower comes into your branch to conduct transaction.Description
Borrower Files
You can upload borrower files. This is useful for uploading borrower agreements.
Staff Access
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.