Branch – Specific loan Officer Selection
The system now automatically displays loan officers linked to the selected SACCO or MFI branch. Users can also search by typing the officer’s name, making the assignment process faster, more accurate, and more efficient.
Steps
1. Click on Clients on the left-hand side.
2. Search for the specific Client you wish to apply a loan for.
3. Click on the Loan the Add New.
4. Key in the details of the Loan
5. On the Loan officer part type the Loan Officer Name.
