***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

The Products Management component allows for the configuration of the different Loan Products offered, and is accessible by clicking

from the top navigational pane or by clicking

from the dashboard icons displayed here.

This will render the screen below, displaying each product type, product name, short code, status and the actions that the user may perform for each product:

From the screen rendered above the user may perform the actions below by clicking

  • Create Loan Product
  • View Loan Product
  • Edit Loan Product
  • Delete Loan Product
  • Activate/Deactivate Loan Product
  • Duplicate Loan Product

To Create a Loan Product click

. This will result in the screen below being displayed.

Product Name: Key in the name of the loan product to be created.

Product Type: Select the product type from the options available as shown below:

Product Short Code: Key in the short code for the loan product to be created.

Loan Interest Type: Select the desired loan interest type of the loan product to be created from the options available as shown below:

Description: Key in the product description in the input field provided.

Security Type: Select the desired security type of the loan product to be created from the options available as shown below:

Status: Select the desired status of the loan product to be created from the options available as shown below:

Product Workflow: Select the desired workflow to be used throughout the application process for the loan product to be created from the options available as shown below:

Repayment Option: Select the desired repayment option of the loan product to be created from the options available as shown below:

Currency: Select the desired currency associated with the loan product from the options provided as shown below:

Default Amount: Key in the default loan amount for the loan product to be created (numeric value for e.g. 2000000)

Minimum Amount: Key in the minimum loan amount for the loan product to be created (numeric value for e.g. 500000)

Maximum Amount: Key in the minimum loan amount for the loan product to be created (numeric value for e.g. 10000000)

Default Interest Rate: Key in the default interest rate for the loan product to be created (numeric value for e.g. 10)

Minimum Interest Rate: Key in the minimum interest rate for the loan product to be created (numeric value for e.g. 5)

Maximum Interest Rate: Key in the maximum interest rate for the loan product to be created (numeric value for e.g. 15)

Default Term: Key in the default term (no. of months in which the loan will be repaid) for the loan product to be created (numeric value for e.g. 10)

Minimum Term: Key in the minimum term (no. of months in which the loan will be repaid) for the loan product to be created (numeric value for e.g. 5)

Maximum Term: Key in the maximum term (no. of months in which the loan will be repaid) for the loan product to be created (numeric value for e.g. 15)

Click

to complete the process of creating a loan product. The newly created loan product should now be displayed on the main products management view.

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