Area
Welcome to Area Maintenance
This section allows you to create or edit loan areas, which serve as intermediary relational objects linking loans to balances, and are associated with both Loans and branches.
To begin, select the "+ New Area" option. This action will initiate an Area Search by opening a search modal (see screenshot (a)).
Mobiloan will then present a Google Map interface - allowing you to select the exact location on the map.
Once confirmed on the map interface- select the "Get Address" button to capture the co-ordinates.
Other requirements that follow include:
Area
Obtained from the marker set on the Google Map.
Area Name
Describes the name of the area
Area Radius size
As a measure of control, Mobiloan may be configured to allow only those applications within the given Area Radius, to be processed.
Branch
Specify the branch by which this area is link
Commission
A toggle setting to either activate commission earning in this area or not.
As a reference - take a look at the link below for a tutorial on how to capture a client address from the Google Map -> The processes are the same
Additional Area Options
Access additional functionalities by clicking the secondary options button, situated to the right of the New Area Button. This action will reveal the following options:
Bulk Archive
Enables bulk archiving of areas that were last used over 90, 180, or 360 days ago, or have never been used
Set My Area
This feature allows you to select and designate a base area, which serves as the primary area you are currently working from within the system
Audit Logs
This feature allows you to monitor and review the creation and update activities for all areas within the system. It provides visibility into when areas were created, last modified, or accessed, helping you track changes and maintain oversight of your workspace.
Export Options
This feature enables you to export data from areas to CSV or Excel formats for external analysis or reporting.
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