Offer Loan Screen

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

Search Function

Search Bar

Allows users to search by:

• Contract number
• Loan ID

Main Action

Offer New Loan

Button used to create a new loan offer.

Loan List

Each item represents a loan offer.

Example:

Information Displayed

Each record shows:

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

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

How to Use

View Loan

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

Offer Loan Screen

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

Form Fields

Customer

Search customer by name or phone number

Customer Monthly Income

Enter total monthly income

Customer Monthly Expenditure

Enter monthly expenses

Customer Monthly Profit

Automatically calculated

Contract Type

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

Loan Amount

Enter loan value

Currency

Select currency:

• USD
• THB
• LAK

Contract Date

Select the loan start date

Action

Save Offer

Saves the new loan application

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

Offer Loan Details Screen

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

Loan Details

Displays:

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

Customer Information

• Customer Name
• Customer ID

Financial Information

• Loan Amount

Actions

Advance Stage

Moves the loan to the next stage

Log Call

Records customer communication

How to Use

View Details

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

Update Loan

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

Log Call

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

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