DUE TO SPAM, SIGN-UP IS DISABLED. Goto Selfserve wiki signup and request an account.
Table of Contents |
|---|
Viewing A View List of Loan Accounts |
Creating Create a New Loan Account |
Viewing and Editing a Specific Loan Account |
...
Viewing A List of Loan Accounts
1. Once you have logged into the Fineract CN Mobile app, you will be greeted with the dashboard page. Here, click the "View Customer" button
2. Here, you'll be presented with a list of customers. To view a customer's deposit accounts, click on the customer.
3. You are viewing the details of the customer. To view a list of deposit accounts, scroll down the page, and click on the "Loan accounts" tab.
4. You are now viewing a list of the customer's deposit accounts.
...
Creating a New Loan Account
- Once you are viewing a list of the customer's loan accounts, click the button with the plus
icon at the bottom-right of your screen. This will launch the new loan account page.
2. Enter in the neccessary information. Then click the "Next" button to proceed.
3. The next screen is the "Debt to income ratio" page. Here, add debt and income for the customer.
4. The page should look like the image below if you entered in debt and income for the customer. Proceed to the next page by clicking "Next".
4. You are now at the page for the co-signer. Enter in debt and income for the co-signer. Once all information is entered in, click the "Complete" button to submit your loan account.
...
Viewing and Editing a Specific Loan Account
1. When viewing a list of all loan accounts for a customer, click on the account that you want to view.
2. You are now viewing the details of a loan account. You can see details such as deposit amount, principle amount, payment cycle, and more. To edit the loan account, click the edit button on the bottom-right of your screen.
3. To manage planned payments, tasks, and debt income reports, scroll down the page.
...