Payout Process

Welcome to the Payout Workflow!

The payout process in Mobiloan is designed to be efficient and structured, guiding you through each step to ensure that funds are disbursed accurately and securely.

The process for initiating payouts varies depending on the user’s access level

• Users with Evaluation Rights – Can directly approve loans upon signing, which automatically initiates the payout process.

• Users Without Evaluation Rights – Must submit the loan for review. Once approved, these loans will appear in the "Active Loans" section, with a "Payout Now" option available.

---

Getting Started - Processing a Loan Payout

Once a loan has been approved and is ready for disbursement, follow these steps:

1. Locate the Loan in Active Loans

• Navigate to the Origination Menu and select Active Loans.

Origination Menu - Active Loans Option

• Under Loan Agreements, click Payout Now to view a list of loans ready for disbursement.

Active Loans Landing Page - Payout Now Option

2. Identify the Loan in the Table

• The system automatically updates the table to display recently approved loans awaiting payout.

• If a loan isn’t visible, try these troubleshooting steps:

  • Use Column Filters – Click on a column header to filter by criteria such as client name, loan amount, or approval date. The table updates instantly.

  • Refresh the Table – Click the Update Count button to reload the latest approved loans.

Select an active loan from the given table.

3. Begin the Payout Workflow

• Click on the loan to initiate the payout process.

• Follow the on-screen prompts to review payout details, select the preferred payout method, and finalize the disbursement.