---
title: "Loan Lead"
space: "Lending"
url: "https://docs.frappe.io/lending/loan-lead"
updated: "2026-06-08"
---

A **Loan Lead** is the first-stage borrower enquiry record used before creating a formal loan application. It captures basic applicant profile, contact details, requested loan amount, product preference, and proposed tenure. This helps teams qualify incoming opportunities and prepare them for application processing.

To access Loan Lead, go to:

> **Home > Lending > Loan Origination > Loan Lead**

## Prerequisites

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Before creating a Loan Lead, it is advised to have:

- Loan Product master
- Basic applicant contact details

### How to create a Loan Lead

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1. Go to Loan Lead List and click on Add Loan Lead.
2. Select Applicant Type.
3. Enter Applicant Name, Email, Mobile Number, Loan Product, and Loan Amount.
4. Enter Proposed Tenure and other profile details as required.
5. Save and Submit.

### Individual vs business details

- For **Individual** applicants, Date of Birth is captured and age is derived.
- For **Business** applicants, Company Name can be captured.

![](/files/image1bcc52.png)

### Contact and verification readiness

Loan Lead includes contact references and verification status placeholders (mobile/email verification tracking) so teams can manage lead readiness in a structured way.

### Convert to Loan Application

After the lead is qualified, it can be used to start a Loan Application with key details prefilled (applicant contact info, loan product, amount, and tenure).