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To add new Loan Applications for a Customer, all mandatory fields as per the application form must be completed; otherwise, the loan application will be saved in the Pre-Origination status.
However, these fields are not necessary for adding details of a disbursed Loan. This ensures that Loans previously disbursed without some checks now implemented in TurnKey Lender can still be processed effectively.
Import from Excel
To import Customers with an Excel file, go to Tools → Import → Customers.