For the complete documentation index, see llms.txt. This page is also available as Markdown.
Batch Loan Creation
The Batch Loan Creation page allows you to create multiple loan accounts at once by uploading a pre-formatted spreadsheet file. This is useful when onboarding a large number of loan customers simultaneously, removing the need to create each loan account individually. This guide will walk you through the batch loan creation process.
Accessing Batch Loan Creation
Log into the application using your credentials.
From the dashboard, navigate to Data Upload in the side menu.
Expand Data Upload and Select Batch Loan Creation from the dropdown list
Creating Loan Accounts in Bulk
Click Download Batch Loan Format to download the pre-formatted spreadsheet template
Populate the template with your loan data and save the file in.xlsx format
Click Browse or drag and drop the completed file into the upload area
Click Upload to submit the file and create the loan accounts
📌Each loan in the file must be linked to a customer with an active savings account, and the loan officer ID must be valid in the system.
