Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

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

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. Prequalifed Prequalified BOs in their region - Ability to generate the eligible amount

    2. Business Owners with Incomplete Request

  4. Loan Sales Tools (Customer management)

    1. Prequalification LookLookup

    2. Loan Simulator

  5. Income and commission

  6. Wallet