managing documents on loan applications

Loan Officer Specialist Program 2. Creating and Managing Loan Applications managing documents on loan applications

How to open/upload documents on a loan application

1. Log in to the Wakandi Admin Panel.

Tanzania ADMIN LOGin

Uganda ADMIN LOGin

KEnya ADMIN LOGin

2. Go to Accounts on the left-hand side and choose Applications.

3. Click on the relevant application.

4. Click on the Loan Document tab, and choose to either upload, open or delete a document:

The icons to upload, open or delete documents on a loan application. All these documents will be visible on the customer after approval of a loan.