Applications

Support ›› Manual ›› Credit Management ›› Operations ›› Loan Origination ››

Applications 

This sub module is used to view all the loans that have been processed in the system within a particular period of time.

All the Loan statuses are also displayed  using this option .i.e approved,disbursed,audited,or rejected.

To access this sub module Click on Credit Management -> Navigate -> Operations - > Loaning Origination - > Applications

The following screen will open up:

Loan Applications Fig 1 

How To View Loan Applications:

   Select the desired loan section from the drop down: BOSA or FOSA.

   Select the start date and end dates from the calendar icons. 

   Narrow down the search filter using the account number, serial number, last name etc..         

 Once done, click on the refresh button to reload data onto the screen as shown below: 

Loan Applications Fig  2

            Select the customer to view more details about the loan applied: which will be displayed on the lower part of the screen:

Qualification

It displays a customers qualification

Loan Applications Fig  3

Appraisal

Shows how the customer has been appraised  and it shows the repayment schedule for the loan  applied 

Loan Applications Fig  4

 Loan Guarantors  Tab:

          The guarantors tab displays the guarantors attached to the customer for the applied loan product. 

 Loan Applications Fig  5

Existing Guarantors

 This tab shows the already existing guarantors for that selected customer

 Loan Applications Fig  6

Loan History 

Shows the loan history of the customer for the selected loan

 Loan Applications Fig  7

Standing Order

Shows  a customers' standing orders 

 Loan Applications Fig  8

Loan Applications

This tab shows the loans a customer has that are in process

 Loan Applications Fig  9

 Loan Collaterals Tab:

               The collaterals tab display the valuables given by the customer as security for the loan. 

 Loan Applications Fig  10

Deductions 

This tab displays a customer's deductions

 Loan Applications Fig  11

Specimen

This tab displays a customer's passport, signature identity card

 Loan Applications Fig  12

Created with the Personal Edition of HelpNDoc: Benefits of a Help Authoring Tool

All Rights Reserved.