How can I get an overview of all loans?

Wakandi gives you easy access to the information you need about your loan portfolio.

Go to Loans and choose the submenu Loans.

 

Available functions

You will see a complete list of all loans in your Saccos, and the available functions are: 

  1. Search for a member
  2. Filter on overdue loan categories (30/90/180/365 days)
  3. Filter on the loan officer
  4. Download to Excel
  5. Link to loan details

Relevant information in the loan table:

  • Account number
  • Member name
  • Loan product
  • Loan Officer
  • Status
  • Tenure on the loan
  • Created date
  • Principal amount
  • Outstanding principal
  • Outstanding interest 
  • Balance on the loan
  • Overdue days