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- Micro-finance System
- Process
- Application review
Application review
The application review path starts with borrower eligibility and ends with a decision tied to a specific revision. The Credit Officer supplies the amount, owner and evidence. The Independent Credit Approver decides whether the request can advance.
Step by step
-
Check borrower eligibility Credit Officer
The Credit Officer confirms the borrower, organization, active position and eligibility note before opening the request.
- Establishes borrower and operating entity
- Updates Borrowers, Organizations
-
Prepare application Credit Officer
The officer records the requested principal, owner and borrower on a draft application, then attaches the documents needed for review.
- Records draft amount and owner
- Updates Loan applications, Team members
-
Attach application evidence Credit Officer
The officer keeps each supporting file with the application and associates provider evidence with its revision when such evidence arrives.
- Retains support and event identity
- Updates Record attachments, Application evidence
-
Review application Independent Credit Approver
The Independent Credit Approver compares the request and evidence, then records a reasoned decision against the frozen revision.
- Records reviewer, revision and outcome
- Updates Review decisions, Loan applications, Operation receipts
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Credit Officer
- Prepares; Independent Credit Approver decides; Auditor reads; App Administrator maintains membership.
Set up Micro-finance System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.