Where are the loan applications?

In Wakandi, you get a complete overview of all loan applications in one place.

Go to Loans, click on Applications, and search for the loan applicant's name.


Review a loan application

Follow these steps to review a loan application: 

  1. Go to the list of all loan applications by clicking here
  2. Find the loan application in the list or by using the search function.
  3. Click on the application ID to see the loan details
  4. If the loan application is assigned to you, you can do the following: 

    step
    1. Approve the loan stage by clicking on Approve. If you approve, the loan goes to the next stage. 
    2. Reject the loan stage by commenting on why the loan is rejected and clicking on the Reject button. The member gets notified if the loan is rejected. 
    3. Change the user that should approve the loan stage (click on Edit, choose user and click Save). 
    4. Change the user that should approve the loan stage (click on Edit, choose user and click Save). 
    5. Put the loan application on hold by clicking on Hold
  5. When all stages in the loan application have been approved, the loan is ready for disbursement. 

Follow this article on how to Disburse a loan.