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Loan Management

15

Loan Application
Pool
Claimed Application
Disbursement Pool
Disbursement Batch
Disbursement Verification
Payment
Report
Loan Types
Parameter setup
Businesses
Loan Reasons
Underwriter Reasons
Profile
Loan Module Overview

Investment Management

12

Investment Pool
Placement Types
Reports
Short Term Placement
Configuration Section
Financial Institution
Investment
Liquidation Requests
Investment Module
Interest Payment Requests
Investment Setup
How to Roll-over Investment

User Management

6

ROLES AND PERMISSIONS
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USER MANAGEMENT MODULE
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Finance Management

1

Overview

Workflow Management

6

Dashboard
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Checkout

1

Checkout

CRM

2

Accessing Customer Management.
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