Loan Module #
- Superadmin has all permission
- Underwriter has designated permissions
- Other user permission can be created by superadmin as the case may be
View Branch
A user with this permission can access branches that have been created in loan, investment and user management by another user or the Super Admin
Force Event
A user with this permission can force activate events or actions in both the Loan and Investment module.
Submit Application To Pool
A user with this permission can force activate events or actions in both the Loan and Investment module.
View Repayment Due
A user with this permission can see the repayment schedule on a Loan application.
View Report
A user with this permission can view report activities on both loan and Investment Modules.
Create Loan Reasons
A user with this permission can create loan reasons applicable to a particular loan.
View Loan Reasons
Users with this permission have access to view the loan reasons on their dashboard.
Update Loan Reasons
Users with this permission can edit loan reasons applicable to a particular loan.
Edit Loan Information
A user with this permission has the access to edit a loan product.
Manage Loan Information Changes
A user with this permission has access to manage loan information changes
Edit Loan Application
A user with this permission has the access to edit an existing loan application.
Initiate Deactivation Request
A user with this permission can initiate a loan deactivation request
Create Fees
A user with this permission has the access to create fees that can be attached to different loan products or a particular loan application
Update Fees
A user with this permission has the access to edit and update already existing fees.
View Fees
A user with this permission has the access to view an already existing fee
View Payments
A user with this permission has the access to view a loan repayment plan.
Create Payment
A user with this permission has the access to create repayment plan.
Activate Account
A user with this permission can activate accounts.
Update Loan Types
Users with this permission have the access to edit a particular loan product assigned to them.
Create Loan Types
Users with this permission can create Loan products that would be needed for loan applications.
View Loan Types
Users with this permission can view the available types of loan.
View Loans
Users with this permission can view all loans on the system.
Disburse Loans
This user with this permission has the right to disburse loans to customers.
View Disbursement Batches
Users with this permission can view the disbursement batch for loans that have been approved.
Verify Repayment Method
Users with this permission can verify the repayment method attached to a loan.
View Disbursement Verification
Users with this permission can see the verification process for loan disbursement.
Review Claimed Application
Users with this permission can review claimed loan applications.
View All Loan Application
Users with this permission can view all loan applications regardless of their status (settled, pending and closed).
View All Loan Application
Users with this permission can view all loan applications regardless of their status (settled, pending and closed).
View My Loan Application
Users with this permission can view the loan applications that they created and are working on.
Claim Applications
Users with this permission can claim loan applications and work on them
View Disbursement Pool
Users with this permission can view the disbursement pool.
View Claimed Applications
Users with this permission can view claimed loan applications.
View Application Pool
Users with this permission can view the application pool.
View Employers
Users with this permission can view employers
Create Employers
Users with this permission can create employers
View Employment Industries
Users with this permission can view industries
Set Pool Notification
This is the permission to set a notification for application pool.
Receive Pool Watch Email
This is the permission to allow business receive application pool email.
Create Loan Application
Users with this permission can create a loan application for a client.
Update notes
This is the permission for all update notifications or features
Create notes
This is the permission for creation of all new loan features
View notes
This is the permission to view all completed loan processes and stages
Update recovery measures
This is the permission to recover all update notifications
Create recovery measures
This is the permission to recover all creative features on loan
View recovery measures
This is the permission to recover all loan processes and stages which requires viewing
Update Employment Industries
Users with this permission can update the details of employment industries
Create Employment Industries
Users with this permission can create new employment industries.
Update Employers
Users with this permission can update details of an employer.
View Loan Module
Users with this permission can view the loan module.
Send Calendly Notification
This is the permission for businesses to send calendly meeting notifications.
View Financial Institution
Users with this permission can view financial institutions.
Edit Financial Institution
Users with this permission can edit details of financial institutions.
Add Financial Institution
Users with this permission can add a new financial institution.
Set Branch On Loan
Users with this permission can set branches a loan is attached to.
Recall Loan Application
Permission to recall a loan application.
Manage Failed Disbursement
Users with this permission can work on failed disbursements
Approve Bank Account
Users with this permission can approve bank account details
Update View Failed Disbursements
Permission to update failed loan disbursement.
View TopUp Eligibility Report
Permission for the business to view report of its customer eligibility for loan top- ups
View Business Owner Dashboard
Permission to view business owner dashboard
Manage USSD
Users with this permission can manage USSD transactions.
View Underwriter Reason
Users with this permission can view loan underwriter reasons.
View Loan Offers
Permission to view loan offers
Update Underwriter Reasons
Permission to Update underwriter reason details.
View Customers Information Report
Permission to view reports on customer information.
Approve Blacklist Request
Users with this permission can approve a blacklist request on a customer.
Request Customer Blacklist
Users with this permission can request to blacklist a customer.
Override Loan Product Interest Rate
Users with this permission can override loan product interest rate.
Change Repayment Schedule For Loan
Users with this permission can change repayment schedule attached to a loan.
View Customer Repayment Report
Users with this permission can view reports on customer repayment.
View All Redraft Report
Users with this permission can view all redraft reports.
Create Underwriter Reason
Permission to create an underwriter reason for loans.
Manage Loan Offers
Users with this permission can manage loan offers.
View CBN Customer Report
Permission to view CBN report on a customer.
Deactivate Loans
Permission to deactivate loans
Disburse Buy-Over Funds
Permission to disburse buy-over funds.
View All Buy-Over Loans
Permission to view all existing buy-over loans.
View My Buy-Over Loans
Permission to view buy-over loans a user is working on.
Create Loan Buy Over Loan
Permission to create a new buy over loan
Update Lending Institutions
Permission to update lending institution details.
View Lending Institutions
Permission to view lending institutions.