1.6 Loan Offer Status

This topic describes systematic instructions to view Loan Offer Status dashboard.

The Loan Offer Status dashboard allows the logged-in bank user, who could be a Loan Officer or a Loan Head, to view the status of the loans for which offers have been made for their branch.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Dashboard.
   The Loan Offer Status dashboard displays in Dashboard screen.

   Figure 1-15 Loan Offer

   
   

   
   Description of "Figure 1-15 Loan Offer"

   
   

   In a doughnut chart, the dashboard reveals the numbers and the value of the loan offers for the below mentioned status:

   • Pending for Acceptance
   • Customer Accepted
   • Customer Reject
   • Bank Reject
2. Click Filter icon to filter the data.
   The available options are:

   • Currency
   • Period

   By default, the system displays the status for the current month, logged-in branch and the base currency of the branch.

3. Click on hyper-linked number.
   The All Applications screen displays.

   Figure 1-16 All Applications

   
   

   
   Description of "Figure 1-16 All Applications"

   
   

   The All Applications screen displays the list of various Loan applications.

   For more information on fields, refer to the field description table.

   Table 1-6 All Applications – Field Description

   Field	Description
   Application Reference No.	Displays the application reference number.
   Application Date	Displays the application date.
   Product Type	Displays the sub-product type.
   Business Product Name	Displays the product name.
   Customer Name	Displays the customer name.
   CIF	Displays the CIF.
   Status	Displays the status of the application.
   Offer Issue Date	Displays the offer issue date.
   Mobile	Displays the mobile number.
   E-mail	Displays the E-mail ID.

   The user can further search a specific application by entering one of the following:

   • Application Number
   • CIF
   • Customer Name
   • Mobile Number
   • E-mail ID
4. Click the specific application row to view more details about the application.
   The Application Information screen displays.

   Figure 1-17 Application Details Drill-Down

   
   

   
   Description of "Figure 1-17 Application Details Drill-Down"

   
   

   The Application Information screen displays separate cards for various products initiated as part of the application.

   For more information on fields, refer to the field description table.

   Table 1-7 Application Information – Field Description

   Field	Description
   Application Number	Displays the application number.
   Application Date	Displays the application date.
   Phone	Displays the phone number.
   E-mail	Displays the E-mail ID.
   Source By	Displays the username who has sourced the application.
   Channel	Displays the channel name.
   Priority	Displays the priority of the application. High Medium Low
   Product Name	Displays the product name of the application.
   Stage Bar	Indicates the current stage of the application.
   Account Number	Displays the HOST account number. NOTE: This field displays once all the stages are completed for the application and the account is created in Host.
   Total time spent	Displays the time spent for the product process since initiation of the application.
   User ID Assigned	Displays the User ID of the user currently working on the product process. NOTE: This is blank in case the product process task is not acquired by any user.
   Time spent	Displays the days spent in the current phase/stage.
   Current Stage	Displays the stage in which the product process is currently in. NOTE: If the phase is configured for the product, the current stage is displayed as current phase.
   Stage Start Date	Displays the stage in which the product process is currently in. NOTE: If the phase is configured for the product, the stage start date is displayed as phase start date.
   Account Opening Date	Displays the account opening date.
   Expected Account Opening Date	Displays the expected account opening date.
   Figure 1-18 More Info	Displays the information on the features considered to predict the expected account opening date.
   More Info	Click More Info hyperlink to view more details about the customer clarification raised.