1.9 Loan Offers Near Expiry

This topic describes systematic instructions to view Loan Offers Near Expiry dashboard.

The Loan Offers Near Expiry dashboard allows the logged-in bank user, who could be a Relationship Manager, Loan Officer or Loan Head, to view the details of loan offers which are nearing to expiry date.

1. On Home screen, click Dashboard.
   The Loan Offers Near Expiry dashboard displays in Dashboard screen.

   Figure 1-22 Loan Offers Near Expiry

   
   

   
   Description of "Figure 1-22 Loan Offers Near Expiry"

   
   
2. Click Filter icon to filter the data.
   The available options are:

   • Currency
   • Branch
   • Users
   • Sub-Products

   By default, the system displays the details of all the loan offers for the logged-in user and their team, and the base currency of the branch.

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

   Figure 1-23 Loan Offers Near Expiry Drill-Down

   
   

   
   Description of "Figure 1-23 Loan Offers Near Expiry Drill-Down"

   
   

   The All Applications screen displays the list of various loan offers for the selected Loan offer status.

   Table 1-9 All Applications – Field Description

   Field	Description
   Application Reference No.	Displays the application reference number.
   Application Date	Displays the application date.
   Product Sub-Type	Displays the product sub-type.
   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.
   App. Expiry Date	Displays the application expiry date
   Days to Expire	Displays the total days to expire.
   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