New Loan

Welcome to the New Loan Workflow

Primarily used by Loan Originators, this module is designed to be one of Mobiloan’s most frequently utilized options. It provides a guided workflow that intuitively navigates users through each step required to process, finalize, and disburse a new loan.

In this section, you will need to load a client—either new or existing—and assess the conditions and best available options for each of the eight steps in the origination workflow. These steps are designed to guide you through the loan approval process efficiently.

Each of the eight steps is thoroughly documented in this section to provide clarity and ensure a smooth workflow.

Once you have completed the origination steps, your next action will depend on your assigned role and permissions:

• If authorized, you can initiate the payout process immediately.

• Otherwise, you will need to submit the loan for evaluation before proceeding further.

This structured workflow ensures accuracy and compliance throughout the loan approval process.