Loan Management Program

The Loan Management Program equips Saccos’s or MFI’s loan officers with the knowledge and tools needed to do proper evaluations and documentation when handling loan applications.

This certificate program consists of six Lessons, each designed to maximize the learner’s ability to perform loan management, and a final Exam.

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Course Content

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Lesson 1: Loan Basics 4 Topics

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Lesson Content

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Where can I see the outstanding amount on a loan?

How can I get an overview of all loans?

Where are the loan applications?

Where can I find the loan application summary?

Lesson 2: Loan Products and Policies 3 Topics

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How can I add a loan product?

How to change a loan product?

How to set a loan product to inactive?

Lesson 3: Loan Application Process 4 Topics

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How to add a loan application on behalf of a member?

How can I approve loan applications?

How can I disburse a loan in cash?

How can I disburse a loan via mobile money?

Lesson 4: Loan Modifications and Management 5 Topics

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How do I configure an existing loan?

How can I reschedule a loan?

How do I add Collateral to a Loan?

Where can I view loan collateral and guarantor details?

How do I add guarantors to a Loan?

Lesson 5: Loan Policies and Approvals 3 Topics

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How do I approve a Credit Product Policy?

Can i set up a penalty charge for overdue loans?

Full loan repayment before due date

Lesson 6: Reporting and Monitoring 2 Topics

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Where can I view loan reports?

How can I update sector and sub-sector for existing loans?

Loan Management Exam