Bulk Loan Application

Owned by Vishwas Babu A J
Last updated: Jul 10, 2014
2 min read

 

  • Add Option for Bulk JLG Loan Creation in the Group Context

 

 

  • Loan Officer would then select the product

We should also be able to select a list of Clients from this Group for whom we need to create the loan application

A nice multi-select control like the one used in “Admin->Products->Product Mix -> Add” would do

 

  • And then be navigated to a Bulk Loan Application Screen

    Note that the screenshot misses the meeting details section (you can view the same by navigating to a Group-> Member-> New JLG Loan

    The meeting sync section should be a part of the Common contents in the Bulk Application (would not repeat for each customer) 

 

 

  • We would then be navigated to a Success Page where the results for each customer Loan application creation is displayed