Active Loans
Keep track of the number of loans processed for the day.
Welcome to the Active Loans Screen!
This central hub provides a convenient way to manage all Active Loans pending further action. See today's new agreements, take action on any flagged loans, and easily access applications submitted through our My Mobiloan portal (Online Agreements).
The system will show you information relevant to your specific branch and company access.
Selecting a Category
Choosing a category will show you a list of loans that need your attention.
For instance, picking Evaluate Now reveals loans ready for your review (shown below).
Simply click on a loan to get started with the dedicated workflow, like the "Evaluation Workflow" in this case.
Loan Agreements
Categories that appear under the Loan Agreements column refer to the loans that have originated from Mobiloan (the app).
| Category | Description |
|---|---|
Evaluate Now | This category might include loans that require further evaluation before disbursement. |
Payout Now | Loans ready for immediate payout |
Payout Queue | Loans scheduled to be paid out soon and has been added to the queue. |
Verify Payout | Loans paid out awaiting a payout verification, which points out that a potential error occurred in the initial attempt. |
Paid out Today | Loans successfully paid out today |
Cancelled Today | Loans cancelled today |
Online Applications
Categories that appear under the Online Applications column refer to the loans that have originated from My Mobiloan (the online web app)
| Category | Description |
|---|---|
Requires Approval | Applications waiting for lender approval |
Requires Completion | Applications that require a payout now |
New Loan | Applications that have been submitted but not yet reviewed |
Completed | Applications that have been fully reviewed and processed |
Declined | Applications that have been rejected |
Pending Amendment | Applications waiting for a change to be made and possibly needing additional information from the applicant |
Related Links
Summaries and Totals
Want to see the bigger picture? Click the Secondary Options Menu (see the screenshot below) to access summaries and totals for currently active loans. This menu gives you valuable insights at a glance, helping you understand trends and make informed decisions.
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