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Create Applications

Create a new Applications record with complete business fields.

5 Jul 2026, 4:23 am
Loan application module — product, sourcing, and registration (not customer-only or lead fields).
Applicant
Link existing customer or capture name for new file
General
Loan registration — sourcing, product, and branch details

Sourcing & admin

Location & asset

Product & financial

Purpose of finance → next section
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