Borrower records are the foundation of every loan in Lendbox. Before you can disburse a loan, assign collateral, or track repayments, the borrower needs a complete profile in the system. This guide walks you through creating one — from opening the Borrower Management section to saving the finished record.
It takes about a minute, and you only need the borrower's personal and identification details on hand.
Step 1: Open Borrower Management
From the main menu, click Borrower Management. This is the section where all borrower records are created and managed.
Step 2: Go to Borrowers
Click Borrowers to open the list of existing borrowers. From here you can view current records and manage their information.
Step 3: Start a new borrower profile
Click Add Borrower to begin creating a new profile.
Step 4: Enter the borrower's details
Fill in the borrower's information, including fields such as first name, last name, and date of birth. Complete all the details you need for the record so the profile is accurate and ready to use.
Step 5: Attach supporting documents
You can upload any files, documents, and images associated with the borrower — for example, identification documents or photographs. This keeps everything tied to the borrower's profile in one place.
Step 6: Add next of kin
You can add as many next of kin as you need. There is no limit, so include every contact relevant to the borrower.
Step 7: Save the record
Click Save to store the new borrower's information and complete the creation process.
Done
You have successfully created a borrower record by entering all the required personal and identification details in Lendbox. The borrower will now appear in your Borrowers list and is ready to be linked to loans.