Loans AND FINANCES Overview

The Loans & Finances overview provides a summary of the Loan accounts that the user has access to. Loans dashboard displays summary of total borrowings in all accounts along with the current outstanding amount. It allows the user to understand the current position with respect to loan accounts.

Through the Quick links section, the user can launch into the servicing section of the Loans module viz., Repayment, Disbursement Enquiry & Schedule Enquiry.

In the Loan Accounts Summary, the user can view account details such as Party name, account number, interest rate, outstanding amount indicated on the dashboard for loan individual accounts. Click on the Account Number field to view the Loan Details of one account.

The Loans Portfolio shows the Product mix of the loans availed, in a pie chart.

The user can calculate the loan installment, through the Loan Installment Calculator on the screen. The user can get an idea of loan eligibility through the Loan Eligibility Calculator, at the bottom of the Overview section.

You are here How to reach here:

Dashboard > Toggle menu > Accounts > Loans and Finances > Overview

Click on individual components to view in detail.

Dashboard Overview

Loan Accounts Overview This section displays the graphical overview of all loan accounts held by the user. It provides the Total Borrowings and Current Outstanding for the all the loan accounts mapped to the user. It includes details like: Current Outstanding: Summation of current outstanding in all accounts Total Borrowings: Summation of total amount borrowed in all accounts
Quick Links This section displays the quick links for loan transactions. Click the particular link to access the specific loan transaction viz., Repayment Schedule Inquiry Disbursement Inquiry
Loan Account Summary This section displays summary of loan accounts and all the related information about the loan account. Details include: Party Name: Name of the party under which the loan account is opened. This could either be the user’s own party or linked parties Account Number: Loan account number (in masked format), product name, along with the account nickname (if set) Maturity Date: Maturity Date of the Loan account Interest Rate: Interest rate applicable to the loan account Outstanding Balance: Outstanding loan amount in the account currency Click the loan account number to view the respective loan account details. For more information click here.
Loan Portfolio
This section displays the product mix of the loan portfolio in a pie chart.
Loan Calculator
This section displays the loan calculator. Click here to access the Loan Installment Calculator and Loan Eligibility Calculator.

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