Advanced Loan Manager Platform Overview

This document explains how to navigate the Advanced Loan Manager after logging in. It covers the dashboard overview, managing users and borrowers, creating loans, accessing reports and calendar views, and configuring administrative settings such as branches, penalties, and permissions.

---

Step 1: Review Key Metrics on the Dashboard

After logging in, you are directed to the Dashboard, which provides a quick overview of your entire loan business. Here you can view:

• Total outstanding amount
• Total repayment amount
• Total disbursed amount
• Total deposits

The dashboard also shows graphical representations of:

• Loan outstanding versus repayments
• Loan disbursements and deposits

Additionally, you can see:

• All outstanding payments
• New borrowers
• Total number of borrowers

By default, the dashboard gives you a consolidated snapshot of your operations.

By default, it displays data for all branches.

---

Step 2: Filter Dashboard Data by Branch and Date

You can refine the dashboard data to focus on specific operational segments:

• Select a specific branch from the branch selector to view data only for that branch.

• Use the date filter to view data for:
  • A specific week
  • A specific month
  • A custom date range

This helps you analyze performance by time period and branch.

---

Step 3: Manage Users and Staff

Navigate to the User section to manage all users of the software. Here you can:

• Create as many staff user accounts as needed.

• Assign specific permissions to each staff member.
• Assign staff to specific branches to control which branch data they can access.

You can also:

• Create admin users and assign them appropriate permissions.

• Deactivate users when needed.
• Reset passwords for any user in your company.

---

Step 4: View and Search Borrowers

Go to the Borrower section to see a complete list of all borrowers in the system.

You can:

• Easily find a borrower by typing their name into the search field.

---

Step 5: Create and Configure a New Borrower

To add a new borrower:

• Click the option to create a new borrower.

You can define the borrower type:

• Individual person
• Company

Based on your selection, the system will display the appropriate fields for that borrower type.

Enter the borrower’s:

• Basic details (such as name and contact information)
• Address information
• Guarantor details, if any

---

Step 6: Upload and Manage Borrower Documents

For each borrower, you can upload all related documents:

• Choose the relevant document type.

Document types are fully customizable, allowing you to match your internal documentation categories.

Upload all necessary documents; they will be securely stored in the cloud.

---

Step 7: View Existing Loans and Add New Loans

You can view all existing loans in the Loans section, including:

• Borrower name
• Unique loan ID

To add a new loan:

• Use the option to create a new loan record.

The system supports multiple loan types and fully customizable loan configurations.

---

Step 8: Configure a Basic Amortized Loan

When creating a basic amortized loan:

• Enter the loan amount.

• Select the loan category.

• Enter the tenure (loan duration).

• Select the borrower from the borrower list.

You can also:

• Enable penalties for late payments, if required.

If it is a secured loan:

• Upload the security documents associated with the collateral.

Then:

• Select the interest rate.

• Select the repayment frequency (e.g., weekly, monthly).

---

Step 9: Access Reports and Calendar View

The system provides multiple reports to monitor business performance:

Available reports include:

• Total disbursement report
• Outstanding reports
• Repayment reports
• Customer-specific loan reports
• Profit and loss statements

You can also use the Calendar view to see all loan-related activities for a selected month and year.

The calendar can show:

• Number of loans started on a specific date

• Outstanding amount on specific dates

---

Step 10: Configure Administrative Settings

Under the Admin features, you can manage key configuration settings:

• Manage branches (add or update branch details).
• Configure penalties at a global level, applying consistent rules across all loans.

• Set and adjust user permissions to control access to different modules and data.
• Manage your leads and other operational settings related to your staff.