BraveLender Software - Documentation BRAVELENDER SOFTWARE - DOCUMENTATION

Operations

Viewing Loans on the System

The BraveLender allows you to view loans categorized by their statuses. This guide will walk you through the steps to view loans and their details.

#Loan Status Categories

Loans in the system are categorized into the following statuses:

  1. Pending Disbursement: Loans that have been approved but are awaiting disbursement.
  2. Pending Review: Loans that are under review and awaiting approval.
  3. Disbursed/Active: Loans that have been disbursed and are currently active.
  4. Defaulted: Loans that are overdue and have not been repaid as per the agreed schedule.
  5. Settled/Repaid: Loans that have been fully repaid.

#Steps to View Loans

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#Step 1: Access the Loan Management System

  • Log in to the system using your credentials.
  • Navigate to the Loans section on the dashboard.

#Step 2: View Loan List

  • Click on the View Loans tab.
  • A list of all loans will be displayed, including:
    • Loan Number
    • Borrower Name
    • Loan Amount
    • Disbursement Date
    • Repayment Schedule
    • Outstanding Balance
    • Loan Status

#Step 3: Filter Loans by Status

  • Use the Status Filter to view loans based on their status:
    • Pending Disbursement: Displays loans awaiting disbursement.
    • Pending Review: Displays loans under review.
    • Disbursed/Active: Displays loans that are currently active.
    • Defaulted: Displays loans that are overdue.
    • Settled/Repaid: Displays loans that have been fully repaid.

#Step 4: Search for Specific Loans

  • Use the search bar to find specific loans by:
    • Borrower Name
    • Loan Number
    • Loan Status
    • Date Range

#Step 5: View Loan Details

  • Click on a loan entry to open detailed information.
  • The loan details page includes:
    • Borrower Information
    • Loan Terms (e.g., interest rate, repayment schedule)
    • Repayment History
    • Outstanding Balance
    • Loan Status and Notes

#Step 6: Export Loan Records

  • Click on the Export button to download loan records in CSV, Excel, or PDF format.
  • Select the desired format and save the file to your device.

#Notes

  • Ensure you have the correct access permissions to view loan records.
  • Use filters effectively to find relevant loan details quickly.
  • If a loan entry appears incorrect, verify its details or contact the administrator for corrections.

#Conclusion

By following these steps, you can efficiently view and manage loans on the system, categorized by their statuses. This ensures effective financial monitoring and reporting.