Only admins who have the Super Admin role can manually book a loan for a customer.
To book a loan manually for any customer using the offline loan channel, follow the steps below:
- Navigate to either the Customers, Loans or Loan Requests pages on the Lendsqr admin console.
- Select the “Book New Loan” button on the page
- Enter all the details of the existing customer per what has been provided to you by the customer and click on the “Book New Loan” button to create the loan request.
- Proceed to the Loan requests page on the Lendsqr admin console to approve the request. This system works well for teams with a 2-step approval process whereon
Data collected for loan booking
| Field | Description |
| Phone number | The customer’s phone number as provided |
| Amount | The specific loan amount you’re booking for the customer. Must fall within the specified amount range for the loan product |
| Loan Tenor | The specific loan duration for the loan you are booking for this customer. Must fall within the specified tenor range for the loan product |
| Product | The offline loan product you created |
| Disbursement Method | Where the money should be sent to after approving the loan.Choose the bank option if the customer has no app and the money would be disbursed directly to their bank account. OptionsBankWallet |
| Purpose | The reason the customer is requesting for the loan |
| Marital status | The customer’s marital status. OptionsSingleMarriedDivorcedWidowed |
| Number of dependents | The number of children the customer has |
| Type of residence | The type of residence the customer lives in. OptionsTheir rented apartmentwith their parents own house |
| Educational attainment | The level of educational attainment the customer possesses OptionsMScBSC, HND and other equivalentDiplomaSchool cert |
| Sector of employment | The sector of employment the customer works in. OptionsAgricultureBanking |
| Employment category | The current employment category which the customer’s work falls under OptionsArtisanEnterprisePrivate companyLocal government: PublicState: PublicFederal: Public |
| Monthly Net Income | The customer’s income |
| Employment Status | The current employment status of the customer OptionsUnemployedEmployedSelf-employedRetired |
| Work start date | The date the customer started working with their current employer. |
| Work email address | The customer’s official email address, if they have one. |
| Current employer | The customer’s current place of employment |
