Loan Trays for Pending Loans

ByCatherine Ojiambo

Loan trays have been introduced in the Pending Loans section to enhance the display of both loan details and the assigned user. This update improves the overall visibility and organization of loan applications, making it easier for users to track and manage pending loans. With this feature, users can quickly identify which loans are in progress and who is responsible for each, streamlining the review and approval process.

To view the loan trays, Select Accounts on the menu then Applications. Under Stage, the admin is able to view the loan approval pending stage and the assigned admin.

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