Once a group has been created, it must be activated before it can apply for group loans.

Prerequisites

• A group exists with "Pending" status
• All group members must be active clients
• Log in to Symba Microbanking with a user account that is authorized to activate groups

Steps

• Click on the search field in the navigation bar
• Type part of the group's name or account number (search is case sensitive)
• In the "Resource" field, select "Groups"
• Click the icon
• Click the icon next to the group
• Verify that all group member clients are active
• Click the icon in the group header
• Select "Activate"
• Select the activation date (defaults to today)
• Click "Confirm"

The group status changes to "Active" and can now apply for group loans.

Next steps

• Create group loan applications following the same process as individual client loans

Related Topics

• Groups
• Creating groups
• Loan applications