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- Lending Platform
- Process
- Disbursement and accounts
Disbursement and accounts
An authorized application is ready for the provider handoff; the provider's response determines what account and movement can be recorded. The Credit Officer follows the instruction reference, checks the operation result and connects the account to the borrower. Disbursement lines then show the recorded movement against both the application and account.
Step by step
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Record provider submission Credit Officer
The Credit Officer follows the authorized application through submission and pending states with its provider reference.
- Keeps the attempted action and response traceable
- Updates Loan applications, Operation receipts
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Verify provider outcome Credit Officer
The officer compares the provider response, application evidence and operation receipt before recording confirmation.
- Identifies the actual confirmed result
- Updates Application evidence, Operation receipts, Loan applications
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Record disbursement Credit Officer
The officer links a movement to its application and loan account, checking direction and amount.
- Connects the provider account, party and movement
- Updates Loan accounts, Disbursements, Borrowers
Who does what
Roles and permissions- Credit Officer
- Handles the account and provider follow-up.
- Independent Credit Approver
- Owns the preceding credit decision.
- Auditor
- Reviews the movement and receipt trail.
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