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Loan Management

Annotation – 1 with button shows few elements like Search, New Loan Management, Refresh and Column Selector (will describe later in the chapter).

  • Search Text box is used to search a specify or similar users form the list below. When you start entering characters it will start searching within the Loan Management Module.
  • Refresh Button is used to reload the Loan Management Grid or Table so that the changes which are made to any user will be reflected on the grid.
  • The next two buttons are for downloading the Loan Management Grid as Excel or a PDF. These files will contain all the columns are which are visible in Loan Management Grid.
  • Column Selector is used to select one or multiple columns from the range of columns. Following is the image for the Column selector. Note – The columns shown in the filter will keep on changing as and when Nafhaa Platform makes changes to the module.

User will have to select the Company only when the settings is enabled. Moving further, user will have to specify the customer’s name.

Type will allow the user to specify the loan type which could be secured and unsecured. Loan Start and End Date will allow the user to specify the same for further calculations.

Based on Asset Value, Down Payment and Loan Type field which will allow the user to specify the required values. Fields which are read-only are automatically calculated.

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