Borrowers

Find this window from the main menu – Other Records > Borrowers. The same window opens as a borrower picker when you click Select while choosing the borrower for a loan.

This window lists every borrower in the portfolio with their contact details, whether or not they currently have a loan.

Search – type in the box to filter the list as you type.

Create New – opens the Borrower Wizard to add a new borrower to the portfolio.

Edit Selected – opens the Borrower Wizard on the selected borrower so you can update their information.

Delete Selected – after a confirmation, permanently deletes the borrower. A borrower that is attached to any loan can't be deleted—remove them from their loans first.

When the window opens as a picker, highlight the borrower and click Select (or just double-click the borrower) to use them for the loan.