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How to create a new customer before booking a loan request
Manual customer creation lets you add a customer directly from the admin console without waiting for them to sign up on the app. This is useful when you’re onboarding someone in person, handling a support case, or dealing with a customer who can’t complete registration on their own.
You’ll need a customer profile in place before you can book a loan. So if someone walks into your branch asking for a loan but hasn’t registered, this is where you start. Create the profile, then move straight into loan booking. Everything stays linked, and you don’t lose track of the transaction later.
For Nigerian lenders
You have two ways to create a customer, depending on how you want to start.
1. Create a customer using the BVN flow (recommended) This option is faster because it pulls existing customer data.
Navigate to Customers, Loans, or Loan Requests
Click Book New Loan
Enter the customer’s BVN
If the customer does not exist, a red prompt will appear
Click the prompt to open the customer creation form
Review the prefilled details and complete any missing information
Click Create Customer
Once done, you can proceed to book the loan immediately.
This flow works best when you have the customer’s BVN and want to reduce manual entry.
2. Create a customer manually (no BVN prefill) Use this when BVN is unavailable or not required.
Go to the Get Started page
Click Start on the Book your first loan card
Click on Find or add new customer
Select Add New Customer
Fill in all required customer details
Click Submit to create customer
After creating the profile, continue with the loan booking process.
What’s the difference?
The BVN flow pre-populates customer data, so you spend less time entering details. The manual flow requires you to enter everything yourself.
For international (Non-Nigerian) lenders
There is only one flow, and it is fully manual.
Navigate to Customers, Loans, or Loan Requests or even the Get started page
Click Book New Loan
Click on Find or Add a new customer
Select Add New Customer
Enter all required customer details
Click Submit to create customer
Once the profile is created, proceed to book the loan.
Required customer information
The exact fields depend on your country and regulatory setup, but the following are typically required:
First name
Last name
Gender
Date of birth
Phone number
Address
For Nigerian lenders using the BVN flow, some of this information will be prefilled.
If you need to update the fields shown or make changes to what is required, contact support@lendsqr.com
Important Note
When a customer is created manually, the admin who created the user is displayed when viewing the customer’s details on the customer page.
