SPO Onboarding Prioritization Matrix

Impact: Medium

• Loan Calculator (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

Not started

Nov 15, 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

Nov 15, 2024

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

In progress

Nov 28, 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 (Sent to back-office for approval)

Low-impact, medium-effort

Not started

 N/A