To create a new customer before booking a loan request, follow the steps below:
Navigate to either the customers, Loans or Loan Requests pages on Pecunia
Select the “Book New Loan” button on the page
Enter the phone number of the customer you wish to create the loan for. The system validates the number and checks if the customer exists on your platform. If the customer does not, you would see the option to create customer.
Select the option to create a customer and enter all relevant customer details. These details are similar to what the customer would have submitted if they were onboarding via the app.
After entering all relevant details (see data collected for customer creation below), click on the “Create customer” button. This will automatically create a customer and send them a welcome email
You can then proceed to click the “Book loan” button to book a new loan for the customer you have created. See how to book loan manually for a customer to book a loan for a customer.
Data collected for customer creation
To create a loan offline for a customer, you will need to ensure the following data are collected from the customer.