To approve a loan account application for a client, select the client (needs link to how to find a client). Click the General tab. The client's loans are listed in the Loan Account Overview section.
The loan account application will be modified and its status changed to Approved. The loan account is now ready for disbursement.
To approve a loan account application for a group, select the group (needs link to how to find a group). Click the General tab. The group's loans are listed in the Loan Account Overview section.
The loan account application will be modified and its status changed to Approved. The loan account is now ready for disbursement.
To approve JLG loan account applications, select the group (needs link to how to find a group). Click the Members tab.
The loan account applications will be modified and their status changed to Approved. The loan accounts are now ready for disbursement.
Locate the loan account to be unapproved by navigating to it through the client or group that holds the loan account.
The loan account application approval will be undone and the loan status will be Pending Approval.
This is for scenarios where the amount applied for and the amount approved for a loan differs.
Mifos X now supports the ability to change the proposed loan amount at the time of Loan account approval.
In the screen shot below, an example of proposed Loan amount in the New Loan application page is shown.
Proposed Loan amount: 10,000. Then submitted and pending for approval
In the screen shot below, an example of changing the Loan amount at the time of Loan Approval is shown.
Loan amount to: 8,000. Then submitting for approving the loan.
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