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Impact: High

  • Customer eligibility Check (Prequalification lookup)

  • Automate Loan Calculator Report (Schedule simulatorDashboard)

  • Income and commission

Impact: Medium

  • Automate Loan ReportCalculator (Schedule simulator)

  • Loan Request Tracking

  • SPO Training and product knowledge

  • SPO Initiated Loan Request

Impact: Low

  • Inclusion in the loan approval process (SPO approval)

  • Modification of loan request information

Effort: Low

Effort: Medium

Effort: High

...

Feature

Description

Priority Category

Status

Feature Release Date (Tentative)

Customer eligibility Check (Prequalification lookup)

Enable SPOs to check business owners' loan eligibility

High-impact, low-effort

Status
colourRed
titleNot started

Loan Calculator (Schedule simulator)

A tool to calculate business owner repayment based on the preferred loan amount, duration, etc and generate repayment schedules.

High-impact, low-effort

Status
colourRed
titleNot started

 N/A

Automate Loan Report (Dashboard)

Ability to view the report on their disbursement value and counts as well as BRM disbursement value and count (Same report as SC)

Medium-impact, medium-effort

Status
colourYellow
titleIn progress

14

Loan Request Tracking

Access to assigned BRMS loan requests.

Medium-impact, medium-effort

Status
colourRed
titleNot started

  N/A

SPO Training and Product Knowledge

Resource centre to hold all vital loan information

Medium-impact, medium-effort

Status
colourRed
titleNot started

  N/A

SPO Initiated Loan Request

A feature for SPOs to initiate applications for business owners.

Medium-impact, high-effort

Status
colourRed
titleNot started

  N/A

Inclusion in the loan approval process (SPO approval)

Ability to contribute to the decision of loan approval or rejection

Low-impact, medium-effort

Status
colourRed
titleNot started

  N/A

Modification of loan request information

Access to modify minor corrections post loan application submission .(Sent to back-office for approval)

Low-impact, medium-effort

Status
colourRed
titleNot started

 N/A

SPO Menu

  1. Dashboard

  2. My Loan Request

    1. Self-initiated

    2. BRM loan requests

  3. Eligible BOs

    1. Prequalified BOs - Ability to generate the eligible amount

    2. Business Owners with Incomplete Request

  4. Loan Sales Tools (Customer management)

    1. Prequalification Lookup

    2. Loan Simulator

  5. Income and commission

  6. Wallet