1.Select the Branch, Center, Group,  Loan Index (Refer Loan Index Number with Proposal Date)

 

2.Status à Shows the Loan Status (Yet to Disburse/Disbursed/Rejected)

3.If Disbursed option selected à Need to select the Transaction Type.

4.Transaction Type is the Mode of Disbursement à Example : Cheque/Bank/IMPS/Cash etc.,

5.Then the Account type to be selected and the Reference Number and Date need to enter.

6.Disbursement Date and Time can be changed at the Loan Disbursement by clicking the EDIT icon.

7.After Disbursement Date changed àClick OK button. The Popup shows “Do you want to change start date”

  • If “No Cancel” selected – The Start and End Date remains the same as created in Loan Index.
  • If “Yes” selected – The Start and End Date changed according to the Disbursement and the Product Inputs (Number of days to start the disbursement)


8.Funder can be Selected individual Member wise/ Center wise while for the disbursement.

 

9.Basic details like Officer Name, Total Loan Amount, Principle/Interest Amounts, Member details for the reference.

10.Editing Option in Purpose of Loan à Change the Purpose if required before the Loan disbursement.

 

11.Group Name, Thrift details and Moratorium details will be provided and the update will be done once loan collections started and it will be reflected in the Outstanding, Arrear amount, Moratorium columns.

 

12.Member Loan Card with the Schedule along with the EMI paid status can be downloaded in CSV format.

 

13.Click View Loan Application can be saved and taken printout with the basic details like Member Photo, Name, Loan Amount, Co-Applicant, Family, Nominee details, etc., 

 

 

 

 

 

 

 

 

 

 

14.Click Loan Index Application can be saved and taken printout with the basic details like Member Photo, Name, Loan Amount, Co-Applicant, Family, Nominee details, etc., 

 

15.Group Index fetch the consolidated member details and their loan details along with the Field Officer and Manager conformation form.

16.Bank Details exports in CSV format with the Bank Details of the respective members along with Loan Amount, Processing Fees, etc.,

 

 

17.Click à Submit

 

18.Check the details of the Loan Disbursement and switch ON the button.

  • If “Accept” button clicked àLoan Disbursed
  • If “Reject” button clicked à Loan Rejected