Checker Inbox & Tasks

Checker Inbox & Tasks can help:

• Bulk Client Approvals

• Bulk Loan Approvals

• Bulk Loan Disbursals

How To Use Checker Inbox & Tasks

• Go to the left panel and click on 'Checker Inbox & Tasks'.

• Once you click on it, the following window will appear showing pending tasks for clients and loans.

• Click on 'Client Approval' to see the list of clients which are not yet activated.

• Select the clients using checker box and then click on Approve button.

• Then Click on 'Loan Approval' to see the list of loans which are not yet approved.

• Select the loan accounts of the client, and then click on Approve button.

• Then click on 'Loan Disbursal' to see the list of loans which are not yet disbursed.

• Select the loan accounts of the client which are approved but not yet disbursed.

• And then click on 'Disburse' button in order to simultaneously disburse multiple loans.