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.