Guarantor

What-is-a-guarantors-role-in-loan-f.webp

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. 

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

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:

Filtering:

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

Update Contact Number Process


Revision #2
Created 25 July 2024 08:41:28 by Odeesha Gamage
Updated 25 July 2024 10:52:27 by Odeesha Gamage