Server: Set up the Loan Application Form PDF

In order to be able to create loan applications, you must first set up the loan application form PDF on the server.

It is recommended to use the latest version of Adobe Acrobat Pro to set up the form as a fillable PDF.

The created PDF must be placed in the server's private directory with the filename loan_application_form.pdf.

Form Fields

Make sure the form fields are named exactly as they are in the table below. Otherwise, the loan application form will not work. Place the form fields correctly in the PDF.

The following are the fields that must be included in the loan application form:

Field Name	Type	Description
`Date`	Text	The date the loan application was created.
`New`	Checkbox	Check this if the loan application is new.
`Renewal`	Checkbox	Check this if the loan application is a renewal.
`Term of Loan`	Text	The term of the loan.
`Amount`	Text	The amount of the loan.
`Emergency`	Checkbox	Check this if the loan is an emergency loan.
`Multi-Purpose`	Checkbox	Check this if the loan is a multi-purpose loan.
`Educational`	Checkbox	Check this if the loan is an education loan.
`Petty Cash`	Checkbox	Check this if the loan is a petty cash loan.
`Commercial`	Checkbox	Check this if the loan is a commercial loan.
`Livelihood`	Checkbox	Check this if the loan is a livelihood loan.
`Surname`	Text	The member's surname.
`Given Name`	Text	The member's first name.
`Middle Name`	Text	The member's middle name.
`Date of Birth`	Text	The member's date of birth.
`Age`	Text	The member's age.
`Place of Birth`	Text	The member's place of birth.
`Male`	Checkbox	Check this if the member is a male.
`Female`	Checkbox	Check this if the member is a female.
`Civil Status`	Text	The member's civil status.
`TIN`	Text	The member's TIN.
`Contact No`	Text	The member's contact number.
`Residence Address`	Text	The member's residence address.
`Monthly Income`	Text	The member's monthly income.
`Source of Income`	Text	The member's source of income.
`Spouse Surname`	Text	The member's spouse's surname.
`Spouse Given Name`	Text	The member's spouse's first name.
`Spouse Middle Name`	Text	The member's spouse's middle name.
`Spouse Date of Birth`	Text	The member's spouse's date of birth.
`Spouse Place of Birth`	Text	The member's spouse's place of birth.
`Spouse Age`	Text	The member's spouse's age.
`Spouse Source of Income`	Text	The member's spouse's source of income.
`Spouse Contact No`	Text	The member's spouse's contact number.
`Coborrower Surname`	Text	The coborrower's surname.
`Coborrower Given Name`	Text	The coborrower's first name.
`Coborrower Middle Name`	Text	The coborrower's middle name.
`Coborrower Date of Birth`	Text	The coborrower's date of birth.
`Coborrower Place of Birth`	Text	The coborrower's place of birth.
`Coborrower Age`	Text	The coborrower's age.
`Coborrower Source of Income`	Text	The coborrower's source of income.
`Coborrower Contact No`	Text	The coborrower's contact number.
`Coborrower Signature Over Printed Name`	Signature	The coborrower's signature over printed name.
`Borrower Signature Over Printed Name`	Signature	The member's signature over printed name.

Last modified: 21 December 2023