Active Loans

Welcome to the Active Loans Screen!

The Active Loans Screen serves as a central hub for managing all loans that require further action. It provides a streamlined way to track loan applications, approve agreements, and initiate payouts.

This screen dynamically displays loan applications and agreements based on your branch and company access, ensuring you see only the most relevant data.

Each loan is categorized based on its current stage. Choosing a category helps you focus on specific tasks:

• Evaluate Now – Displays loans awaiting review.

• Older Evaluate Now – Shows previously expired loans that still require evaluation.

Navigating the Active Loans Screen

Loan Agreements Section

This section tracks loan agreements and payout processes for approved applications.

• New Loan – Create a New Loan here.

• Evaluate Now – Loans requiring evaluation before proceeding.

• Payout Now – Loans approved and ready for disbursement.

• Payout Queue – Loans awaiting further processing before payout.

• Verify Payout – Loans requiring confirmation before final disbursement- e.g. Delayed EFT Payouts or Failed Wallet Payout Attempts

• Paid Out Today – Loans successfully disbursed today.

• Cancelled Today – Loans that were canceled today.

Online Applications Section

This section displays loan applications submitted through the My Mobiloan Portal and their current status.

• Requires Approval – Loan applications that need a final decision before processing.

• Requires Completion – Applications missing required information or documents.

• New Loan – Recently received applications waiting for review.

• Completed – Applications successfully processed.

• Declined – Applications that did not meet the approval criteria.

• Pending Amendment - Applications where the evaluator has requested the client to change a particular detail.

Older applications will also be visible in this section, categorized separately for easy reference.

Feature : Summaries & Totals

Click the Secondary Options Menu to access summaries and totals for active loans. This menu provides valuable insights, helping you make informed decisions at a glance.

The Active Loans Screen simplifies loan management by organizing applications, agreements, and payouts into clear sections. By using filtering tools and payout workflows, you can efficiently process loans and ensure smooth disbursements.