How to create a new loan in Mobiloan?
#origination-menu
Select the New Loan option from the Origination Menu.
This will prompt you to search for a client using an appropriate search method.
First Time Client ?
Ensure you select ID Number as the Client Search Method.
This will then require you fill out a client profile.
Start the new loan process
Once the clients profile has been created or updated, you'll be required to step through the Loan Origination Process
For more information on new loan creation click here.