Video guide link: https://youtu.be/hUffCJetpfE

1). Under Client View Page click on > +New Loan from the drop-down menu.

2).Select the loan product based on the loan account from the product list then input all the required fields like loan officer, Disbursement date, reference number, then click on the next button. 

 3) Loan other parameters

 3) Loan charge – Add charge if required. Then click on Next to go to Review Page & click on the Submit button.