Reviewing customer history

Loan Officer Specialist Program 3. Assessing Loan Eligibility and Risk Reviewing customer history

Historical info on loans, savings, and shares can help you make better decisions on the loan application.

1. Log in to the Wakandi Admin Panel.

Tanzania ADMIN LOGin
Uganda ADMIN LOGin
KEnya ADMIN LOGin

2. Go to Clients…
3. Find the member and click on the client you want to get information on.
4. Click the Loans button up in the right corner to see their loan detals.

Click on the loan application or the active loan to see all details.

5. Click the Savings button up in the right corner to see their loan details.

Click on the eye icon to see more details on the savings account, like transactions history.

6. Click the Shares button up in the right corner to see their shares details.

You can check if the member has paid the compulsory shares by clicking on the eye icon, and you can also view more details about the payment history for the shares.

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