Borrower Details
Review the information stored on a borrower profile before moving into loan operations.
Open the borrower detail page whenever you need to confirm customer information before a loan is created, approved, disbursed, or followed up.
Purpose
The borrower detail page gives branch staff a single place to verify identity, contact information, and related activity for one customer.
What to review
- Confirm the borrower's name, phone number, and identity details match the supporting documents.
- Check whether occupation, address, or income fields are complete enough for your underwriting process.
- Review any linked loans or recent activity before starting a new application.
- Make corrections before the borrower is used in downstream workflows.
Expected result
The borrower profile is complete enough that staff can safely select the customer during loan creation and later trace activity back to the same record.
Troubleshooting
- If data is missing, update the borrower before continuing with loan processing.
- If you see conflicting customer information, confirm the source documents before editing the record.
- If expected loan history is missing, verify the loan was created under this borrower and not under a duplicate profile.