Checker Inbox & Tasks

Owned by Santosh Math
Last updated: Jun 28, 2019 by Massabe Lydiane
2 min read

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.