Origination Menu
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At the core of our Loan Management System (LMS) is the Origination Menu, serving as the primary interface for managing loan applications with a user-friendly and intuitive design.
By leveraging standard UI tools, it efficiently facilitates the influx of clients while overseeing the entire loan disbursement process—from origination to payout.
The Origination Workflow is a fundamental process that highlights how Mobiloan operates on a principle of automation, minimizing the need for manual intervention. A key aspect of this automation is the streamlined loan status system, which plays a crucial role in preventing new loans from being issued in cases of potential risk.
For more details on loan statuses, click the link below.
Navigate to the Main Menu and select Origination to access the following collection menu options. Refer to the table below for a detailed overview of the Origination Menu's various options and their purposes.
New Loan
Used for searching a client and initiating a new loan process.
Active Loans
Central hub that provides a convenient way to manage all Active Loans pending further action.
My Evaluations
Display those loan applications that have been assigned to you for evaluation
Search Active
Search for any active loan application within the current branch.
Quotation
Used to explore capital and repayment amounts before a client commits to a New Loan.
