Checker Inbox & Tasks

Checker Inbox & Tasks can help:

• Bulk Client Approvals
• Bulk Loan Approvals
• Bulk Loan Disbursals 

How To Use Checker Inbox & Tasks

• Go to the left panel and click on 'Checker Inbox & Tasks'.
  
  
  
  
• Once you click on it, the following window will appear showing  pending tasks for clients and loans.
  
  
  
• Click on 'Client Approval' to see the list of clients which are not yet activated.
  
  
  
  
• Select the clients using checker box and then click on Approve button. 
  
  
• Then Click on 'Loan Approval' to see the list of loans which are not yet approved.
  
  
  
  
• Select the loan accounts of the client, and then click on Approve button.
  
  
• Then click on 'Loan Disbursal' to see the list of loans which are not yet disbursed.
  
  
  
  
• Select the loan accounts of the client which are approved but not yet disbursed.
• And then click on 'Disburse' button in order to simultaneously disburse multiple loans.