Credit officers and loan approvers can now modify the loan product during the approval stage without deleting the application, improving flexibility and efficiency. This feature applies to pending loans.
Select the loan then click on Edit.
At the product, select the loan a member would wish to change to then submit.
Overview Benefits This enhancement can significantly improve the loan application process and borrower satisfaction! If you need help with specific implementation details or further analysis, feel free to ask!
You can view several documents in different places within the Wakandi Admin panel. This can be checked out in the following highlights listed below.
This new report offers a segmented view of revenue contributions, empowering branch managers and the executive team to make data-driven performance evaluations and strategic decisions. The income report provides detailed insights into income generated by each loan officer and branch.
The SMS is set up at the Credit Product Policy and the usual SMS charges apply. The 1st step is to open the CPP and edit. Submit the CPP and ensure to approve the policy On the CPP under Settings, key in the “Before Due Date Notification Days” and Over Due Date Notification Days” Submit…
Previous Implementation: When a loan was topped up with an additional amount, the loan application would enter a pending state with a new principal amount calculated as:(Outstanding principal + Additional amount). After approval, the previous loan status would update to “New” with the adjusted principal amount. The following are steps of the new implementation.
Overview: This release enhances the existing import tool to support additional data fields specific to SACCO members. The new fields provide a more comprehensive member profile, allowing for improved record accuracy and easier data management. New Data Fields Added: Each new field is now available for mapping in the UI during the import process, ensuring…