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 Pecunia
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 Pecunia to approve the request. This system works well for teams with a 2-step approval process whereon