ProductsLoan products
Review a loan product
Confirm every section, then create or save the product.
This is the last step of the create wizard. Each section repeats what you entered: details, currency, terms, settings, charges, accounting, and mappings. Amounts use the currency code.
Before you submit
- Jump back to a step from the rail if something looks wrong. Values stay filled in.
- Required extras for a feature you turned on (tranche count, guarantee percentages, GL accounts, payment allocation) must be complete or the wizard will not submit.
- Fineract is the final check. A product that is already in use can be edited only in ways Fineract allows; some combinations are rejected with a message from the core system.
After save
You land on the product workspace. Close without saving returns to the list (create) or to the product (edit). The cash-accounting walkthrough clicks Save and opens that workspace.
Officers can now open loans on this product, within the ranges and overrides you set.
No walkthrough on this page yet.
Ask for a walkthrough of this page. We use the count to decide what to record next — no name or email.
Was this article helpful?
Yes or no only — no name or email.