Home Screen

The Home Screen is the main screen of the LALCO Staff application. It provides agents with a quick overview of their daily tasks, collections, and customer activities.

From this screen, staff members can quickly access important features such as logging calls, scheduling follow-ups, offering loans, and managing tasks.

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Header Section

1. Company Logo

The LALCO logo at the top represents the company and confirms that the user is logged into the official staff application.

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2. Notification Icon 🔔

The bell icon shows notifications such as:

• New assigned tasks

• Follow-up reminders

• Customer updates

• System alerts

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3. Menu Icon ☰

The Menu icon (☰), located at the top-right corner of the screen, opens the side navigation panel. This panel provides quick access to additional features and system functions.

When tapped, a sidebar appears with the following options:

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Menu Options

• GPS Offline
  Indicates the current GPS status. This helps agents know whether location tracking is active or not.

• Offer Loan
  Access the loan offering feature to create or manage loan proposals.

• User
  Access user profile information and settings.

• Payment Capture
  Open the camera or capture feature to upload images or documents.

• Add Note
  Create and save notes related to customers or tasks.

• Customers
  Navigate to the customer management section.

• Staff
  View or manage staff-related information.

• Logout
  Securely log out of the application.

• Gurantor
   The guarantor details of each contract.

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Overview Panel

This section shows a quick summary of the daily activity.

4.FieldOps Badge

Indicates the user is operating in Field Operations mode.

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5. Welcome Message

Displays the logged-in staff member’s name.

Example:

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6. Current Date

Shows the current working date for reference.

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Activity Summary Cards

These cards show important performance indicators for the day.

7. Overdue

Displays the number of customers with overdue payments.

Example:

This helps agents prioritise collections.

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8. Due Today

Shows the total amount that needs to be collected today.

Example:

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9. Completed

Displays the number of collections completed tasks for the day.

Example:

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10. Collected Today

Shows the total amount successfully collected today.

Example:

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Quick Access Section

The Quick Access panel provides shortcuts to frequently used actions.

 

11. Follow-up

Used to schedule a future reminder to contact a customer again.

Agents can set:

• Follow-up date

• Follow-up notes

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12. Offer Loan

Allows staff to create or propose new loan offers to customers.

This is typically used when:

• A customer requests a loan

• A new sales opportunity is identified

 

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13. Payment Capture

This allows the user to add the payment collection receipt.

• The user can upload the collection receipt.
• And upload the receipt that will be reflected in the LMS, also

 

14. Add Note

Agents can record internal notes about customers or cases.

Notes may include:

• Customer discussions

• Payment promises

• Special instructions

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Bottom Navigation Menu

The bottom navigation bar allows users to move between the main sections of the application.

16. Home

Returns to the Dashboard screen.

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17. Tasks

Shows all assigned tasks and pending activities.

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18. Sales

Used to manage loan sales and offers.

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19. Legal

Displays cases that require legal action or documentation.

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20. Team

Shows team members and allows team coordination.

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21. Customers

Provides access to the customer database.

Agents can:

• Search customers

• View loan details

• Update records