Credit
The Credit workspace is the loan officer's daily board, collecting applications awaiting appraisal, approvals in the pipeline, disbursements due and accounts slipping into arrears. It frames a credit officer's portfolio so nothing in the lending cycle stalls unattended. Surfacing arrears here helps officers act on delinquency before it deepens.
Workflow
- Open MFI > My Workspace > Credit
- Scan the application, approval and disbursement queues
- Open an arrears item to review the loan and plan follow-up
- Progress applications through appraisal and approval from the board
- Track your portfolio quality figures shown on the workspace
Notes & rules
- Loan-cycle queues: applications, approvals, disbursements, arrears
- Links into the Loans application records
- Related: Branch Manager workspace, Officer Performance report
- Used by credit and loan officers
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