1.3.4 Enquiry

This topic provides the systematic instructions to enquire the loan products with IPA through the various search criteria and convert IPA to normal loan.

Enquiry allows the user to enquire the loan products with IPA through the various search criteria and convert IPA to normal loan.

1. On Homescreen, click Menu, and click Retail Origination.
2. Under Retail Origination, click In-Principle Approval, and then click Enquiry.
   The Enquiry screen displays.

   Figure 1-56 Enquiry

   
   

   
   Description of "Figure 1-56 Enquiry"

   
   

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

   Table 1-28 Enquiry - Field Description

   Field	Description
   IPA Reference No.	Displays the IPA Reference Number.
   Customer Name	Displays the name of the customer.
   IPA Request Date	Displays the IPA Request Date.
   IPA Offered Date	Displays the IPA Offer Date.
   IPA Expiry Date	Displays the IPA Expiry Date.
   Mobile Number	Displays the mobile number of the applicant.
   Email ID	Displays the E-mail ID of the applicant.
   ID Number	Displays the ID Number of the applicant.
   Status	Displays the status of the IPA Application. Available options are: Active Closed Expired
   Add to Cart	It allows to add the selected product to the cart.
   Apply Now	It allows to initiate the origination process for the selected product directly.

3. Click Search icon to search the IPA based on the following criteria.
   • IPA Reference Number
   • Customer Name
   • IPA Request Date
   • IPA Offered Date
   • Mobile Number
   • ID Number
   • Status
4. Perform one of the following actions:
   • Click Apply to initiate the origination process for the selected product.

   • Click Add to Cart.

5. Click Cart icon on the top right side.
   The Cart screen displays.

   Figure 1-57 Cart Screen with Multiple Products

   
   

   

   
   

   Note:

   The cart has multiple products.
6. Perform one of the following actions:
   • Click Proceed to initiate origination for the selected product.
   • Click Back on the top left side to go back to the Product Details screen.
   The system will default all the available data into the respective data segments of the Application Initiation stage from IPA Data segments.