Viewing Individual Clients

The BraveLender allows you to easily view detailed information about individual clients. This guide will walk you through the steps to access and review client details.

#Prerequisites

Before viewing individual clients, ensure the following:

1. Client Records: The client you want to view must already be added to the system. Refer to the Add New Individual Client guide if needed.
2. Permissions: You must have the necessary permissions to access client details. Contact your administrator if you encounter any issues.

#Steps to View Individual Clients

Follow these steps to view individual client details:

#1. Navigate to the Clients Page

• Go to the Operations section in the sidebar.
• Click on Clients.

#2. Search for the Client

• Use the search bar at the top of the Clients page to find the client.
• You can search by:
  • Client Name
  • Client ID
  • Phone Number

#3. Open the Client Profile

• Once you locate the client in the list, click on their name or the View Details button next to their entry.
• This will open the client's profile page.

#4. Review Client Details

On the client profile page, you can view the following information:

• Personal Information:
  • Full Name
  • Date of Birth
  • Contact Information (Phone, Email, Address)
• Account Details:
  • Client ID
  • Registration Date
  • Account Status (Active, Inactive, etc.)
• Financial Information:
  • Outstanding Loan Balances
  • Payment History
  • Credit Limit
• Additional Information:
  • Notes or comments added by staff
  • Attached documents (e.g., ID copies, contracts)

#5. Perform Actions on the Client Profile

From the client profile page, you can perform additional actions, such as:

• Edit Client Information: Update the client's details by clicking the Edit button.
• View Loan Details: Access the client's loan history and current loans.
• Send SMS: Send a personalized SMS to the client directly from their profile.
• Add Notes: Add internal notes for the client.

#Best Practices

• Keep Client Data Updated: Regularly update client information to ensure accuracy.
• Use Search Filters: Utilize filters to quickly find clients based on specific criteria.
• Secure Sensitive Data: Ensure that only authorized personnel have access to sensitive client information.

#Troubleshooting

If you encounter issues while viewing client details, consider the following:

• Client Not Found: Verify that the client has been added to the system.
• Permission Denied: Check your user permissions or contact your administrator.
• System Errors: If the page fails to load, check your internet connection or contact technical support.

For further assistance, refer to the System Settings documentation or contact your system administrator.

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