In this section, you will become familiar with basic steps in marketing your services and forming Credit Groups. Return to top 2. Marketing Visit Field Agent visits with community leaders to enlist support and distribute flyers. Field Agent in the community Information Meeting Field Agent holds an information meeting in a public place. Field Agent in the community Group Formation Group Development Meetings Field Agent helps to form groups of 5 to 15 clients.
Groups create bylaws and elect officers.
Field Agent in the community Application Meeting Members complete individual Loan Applications. The Field Agent helps members review and approve loans. Members sign applications. Field Agent in the community Initial Site Visits Using the Loan Application as a reference, the Field Agent visits each applicant to verify information. The Field Agent signs loan applications.