Offer Loan Screen

 

The Offer Loan Screen allows staff to view existing loan offers and create new loan applications for customers.

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Search Function

Search Bar

Allows users to search by:

• Contract number
• Loan ID

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Main Action

Offer New Loan

Button used to create a new loan offer.

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Loan List

Each item represents a loan offer.

Example:

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Information Displayed

Each record shows:

• Loan Number
• Customer Name
• Loan Type
• Loan Amount
• Status

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Status Types

Common statuses include:

• Active → Loan is currently active
• Pending Approval → Waiting for approval
• Pending Disbursement → Approved but funds not released
• Pending → Still in process
• Not Pending → No pending actions

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How to Use

View Loan

1. Open the Offer Loan tab
2. Browse or search records
3. Tap a loan to view details

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Offer Loan Screen

The Create Offer Loan Screen allows staff to create a new loan offer by entering customer and financial details.

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Form Fields

Customer

Search customer by name or phone number

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Customer Monthly Income

Enter total monthly income

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Customer Monthly Expenditure

Enter monthly expenses

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Customer Monthly Profit

Automatically calculated

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Contract Type

Select loan type (e.g., SME Car)

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Loan Amount

Enter loan value

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Currency

Select currency:

• USD
• THB
• LAK

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Contract Date

Select the loan start date

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Action

Save Offer

Saves the new loan application

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How to Use

Create Loan Offer

1. Tap Offer New Loan
2. Fill in all required fields
3. Tap Save Offer
4. Loan will be added to the list

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Offer Loan Details Screen

The Offer Loan Details Screen shows full information about a selected loan and allows staff to take actions.

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Loan Details

Displays:

• Loan Number
• Contract Type
• Status
• Created Date
• Contract Date

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Customer Information

• Customer Name
• Customer ID

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Financial Information

• Loan Amount

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Actions

Advance Stage

Moves the loan to the next stage

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Log Call

Records customer communication

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How to Use

View Details

1. Select a loan from the list
2. Review all information

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Update Loan

1. Tap Advance Stage
2. Update progress
3. Save changes

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Log Call

1. Tap Log Call
2. Enter details
3. Save

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