Loan Offer Status

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

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

   Figure 1-10 Loan Offer

   
   

   
   Description of "Figure 1-10 Loan Offer"

   
   

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

   • Bank Reject
   • Customer Accepted
   • Pending for Acceptance
   • Customer Rejected
2. Hover over a section of the pie chart to view a specific status.
   The pop-up displays the details below:

   • Status
   • Total Applications
   • Total Value
3. Click icon to filter the data.
   The available options are:

   • Currency
   • Branch
   • Sub-Products
   • Period
   • Select Month

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

4. Click on hyper-linked number to redirect to the All Applications screen.
   The All Applications screen displays a drill-down view that shows the list of applications.

   Figure 1-11 All Applications - Loan Offer Status

   
   

   
   Description of "Figure 1-11 All Applications - Loan Offer Status"

   
   

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

   Table 1-6 All Applications – Field Description

   Field	Description
   Application Number	Displays the application reference number.
   Application Date	Displays the application date.
   Product Type	Displays the type of product.
   Business Product Name	Displays the name of the business product.
   Customer Name	Displays the customer name.
   CIF	Displays the CIF number.
   Status	Displays the status of the application.
   Offer Issue Date	Displays the offer issue date.
   Mobile	Displays the mobile number.
   Email	Displays the Email ID.

   For more information about the All Applications screen, refer to the My Applications topic.