How to add and manage a customer’s next of kin from the admin console

A customer’s next of kin is someone your team can reach if the customer becomes unreachable, and it’s part of the identity picture a lender keeps on file. Previously, a next of kin could only be added by the customer themselves, through the borrower app. If a customer was created manually on the admin console, there was no way for your team to record their next of kin at all unless the customer later added it themselves.

Your team can now add and edit a customer’s next of kin directly from the admin console, for any customer, not just ones the customer set up themselves through the app.

How to add a next of kin

1. Open the customer’s profile and scroll to the Next of Kin section, on the General Details tab.

2. If the customer has no next of kin on file, the section shows an Add next of kin button instead of any details. Click it to open the Add Next of Kin panel.

3. Fill in the fields: First Name, Last Name, Relationship, Phone Number, Email Address, Address, City, State, Local Government Area, and Nearest Landmark.

4. Click Add Next of Kin. The details appear immediately in the Next of Kin section on the customer’s profile.

How to edit an existing next of kin

Once a customer has a next of kin on file, whether they added it themselves through the app or your team added it here, the section shows the details along with a pencil (edit) icon next to the section heading instead of the Add button. Click the pencil to open an Edit Next of Kin panel pre-filled with the current details, update whatever needs changing, and click Save Changes.

This is especially useful for customers created manually during onboarding, over the phone, or in person, where the customer never went through the app’s own next-of-kin step. Your team can now complete that part of the customer’s record without waiting on the customer to do it themselves.

For more on manual customer creation, see Assigning an account manager and branch during manual customer creation.