Step 1 - Payout Review
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This initial step allows you to thoroughly review the loan details before initiating the payout. It's crucial to ensure all information is accurate.
Here, you have the opportunity to thoroughly examine all loan details presented in the summary table (shown below).
Take a moment to confirm the loan details such as loan amount and terms.
The "Payout Alerts" section within the summary table acts as your vigilant watchdog during the loan review process (shown below).
These alerts proactively warn you of any potential client irregularities and acts as an early warning system by identifying potential issues upfront, allowing you to address them before they impact the payout process.
Ultimately, this feature eliminates the need for manual scouring of data, saving you valuable time and effort.
Clicking the "Secondary Options" located to the right of the primary button reveals a variety of helpful tools:
Access Loan Menu: Explore additional options related to the specific loan. This menu might offer functionalities like modifying loan terms (if applicable), adding notes, or attaching documents.
View Client Menu: Delve deeper into the client's profile. Access their contact information, past loan history, or other relevant details.
Cancel Loan: If necessary, you can terminate the loan application process here.
Once you've meticulously reviewed all details and are comfortable that everything is correct, you can proceed with initiating the payout.
Dedicated background tasks constantly synchronize client and loan information between Allps (allps-i) and Mobiloan. This means any updates you make to a client's profile for a repeat loan are automatically reflected in both systems. You never have to worry about manually transferring data or encountering inconsistencies.
