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.


Email

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.