Load a new Interest Bearing Customer's details.

Filling in the form below and hitting submit will trigger the following email campaign:

  1. The customer will be notified that their loan has been paid to their Agent's trust account, along with the amount of the loan, the date of the first repayment and the amount of that repayment.
  2. The customer will be sent a reminder email 14 days prior to their deferred payment period ending to advise them that the deferred payment  period is about to end and their first payment will be due.
  3. The customer will be sent a reminder email 1 day prior to their deferred payment period ending to advise them that the deferred payment will end tomorrow.
 
Customer Name *
Customer Name
Please include the dollar sign ($) before the amount, as what you type is exactly what will end up in the first email to the customer.
Please include the dollar sign ($) before the amount, as what you type is exactly what will end up in the first email to the customer.
First Payment Date *
First Payment Date