SPO Onboarding Prioritization Matrix

Impact: High	Customer eligibility Check (Prequalification lookup) Loan Calculator (Schedule simulator) Income and commission
Impact: Medium		Automate Loan Report 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 Backlog

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	NOT STARTED	15 Nov 2024
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	NOT STARTED	15 Nov 2024
Automate Loan Report	Ability to view the report on their disbursement value and counts as well as BRM disbursement value and count	Medium-impact, medium-effort	IN PROGRESS	28 Nov 2024
Loan Request Tracking	Access to assigned BRMS loan requests.	Medium-impact, medium-effort	NOT STARTED	N/A
SPO Training and Product Knowledge	Resource centre to hold all vital loan information	Medium-impact, medium-effort	NOT STARTED	N/A
SPO Initiated Loan Request	A feature for SPOs to initiate applications for business owners.	Medium-impact, high-effort	NOT 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	NOT STARTED	N/A
Modification of loan request information	Access to modify minor corrections post loan application submission.	Low-impact, medium-effort	NOT STARTED	N/A

Dashboard
My Loan Request
1. Self-initiated
2. BRM loan requests
Eligible BOs
1. Prequalifed BOs in their region - Ability to generate the eligible amount
Customer management
1. Prequalification Look
2. Loan Simulator
Income and commission
Wallet