Guarantor

This feature implies that when a user is adding a new prospect to the system, the system should automatically attempt to create a guarantor profile based on the provided mobile number.

The user enters the guarantor's mobile number in the "Add Prospect" section. the system performs a real-time check for an existing guarantor record associated with the entered mobile number.

The system checks if the entered mobile number matches an existing guarantor record. 

• Existing Guarantor: If a match is found, the system displays the existing guarantor's details for user confirmation.
• New Guarantor: If no match is found, the system presents a form to collect new guarantor information.

Guarantor Information: The required information for new guarantor creation typically includes:

• • Name
  • Address
  • Identification details (e.g., ID number, passport number)
  • Contact information (phone, email)
  • Relationship to the prospect

The Guarantor List page provides a comprehensive overview of all registered guarantors. The primary function of this page is to display essential information about each guarantor, allowing users to easily identify and access specific details when needed.

Sections:

• Agent of Guarantor Information: Details about the agent associated with the guarantor.
• Guarantor Relatives Information: Information about the guarantor's relatives.
• Vehicles Information: Details of vehicles owned by the guarantor.
• Real Estate Information: Information about real estate properties owned by the guarantor.

Filtering:

Users can efficiently search and locate specific guarantors using the following filters:

• Guarantor Name: Filter guarantors by their full name or parts of their name.
• Contract No: Filter guarantors based on associated contract numbers.
• Phone No: Filter guarantors by their phone number.
• Guarantor ID: Filter guarantors by their unique identification number.

Update Contact Number Process

• user can initiate a contact number update by searching for a guarantor based on their existing contact number.
• Once the guarantor is found, the user can input the new contact number and submit an "Update Request".
• Upon submission, the request is added to the "Update Contact Number Request List".
• In Update Contact Number Request List user able to Approve or Reject the request.
• The Approved or Rejected records added to the Merge Guarantor list.