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 

 

 

 

 

 

 

 

 

 

 

 

 Search by contract number 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 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: 

 

 

 

 

 

 

 

 

 

 

 

 LN-2026-001 Khamla Vong SME Car 12000 USD Active 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 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 

 

 Open the Offer Loan tab 

 Browse or search records 

 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 

 

 Tap Offer New Loan 

 Fill in all required fields 

 Tap Save Offer 

 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 

 

 Select a loan from the list 

 Review all information 

 

 

 Update Loan 

 

 Tap Advance Stage 

 Update progress 

 Save changes 

 

 

 Log Call 

 

 Tap Log Call 

 Enter details 

 Save 

 

 

 Navigation 

 

 

 

 

 

 

 

 

 

 

 

 Offer Loan → Select Loan → View Details / Create Loan