What to have ready

Your products and rules decide how the system calculates, so bring them as they are today.

1. Your loan products and termsInterest rates, penalties and repayment schedules.
2. How many members or borrowers you haveIt shapes how records are moved across.
3. How savings and repayments are recorded nowBooks, spreadsheets or another system.
4. A sample statement or reportSo members get statements they recognise.
5. Who approves loansApproval steps are built into the system.