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Creating a Loan

This guide will teach us how to create a new loan on Hypercore.

Let's begin!

To begin the workflow of creating a loan, click the Portfolio button on the sidebar to the left and then click the New Loan button in the top-right corner. You’ll be redirected to the Loan Application wizard.

Choosing a Client

The first step in the loan creation process is submitting the client's information. You can either create a new client or use an existing client from the system.

To select an existing client start typing the name of the client in the CLIENT NAME field and choose it from the dropdown. You may also enter a Client Name that does not yet exist in the system. Once you submit, the client will be added to the system.

To move to the next step click on Submit in the bottom-right corner.