Loan Extension Process Using
the New Pop-Up Feature
Objective
This SOP outlines the steps to
efficiently manage loan extensions using the new pop-up feature in the loan
management system.
Key Steps
1.
Accessing the Loan Management System 0:00
●
Log into the loan management
system.
●
Navigate to the loans section.
2.
Initiating a Bulk Extension 0:13
●
Locate the bulk extension option
in the system.
●
Click on the bulk extension button
to begin the process.
3.
Viewing Loan Details 0:23
●
As a customer inquires about their
loan, find the specific loan in the system.
●
Click on the hyperlink associated
with the loan to view detailed information.
4.
Making Adjustments 0:28
●
Review the loan details displayed
in the pop-up.
●
Make any necessary adjustments to
the loan terms as needed.
5.
Finalizing the Extension 0:34
●
Confirm the changes made to the
loan.
●
Ensure all information is accurate
before finalizing the extension.
Cautionary Notes
●
Always double-check the loan
details before making adjustments to avoid errors.
●
Ensure that you have the necessary
permissions to make changes to loan terms.
Tips for Efficiency
●
Familiarize yourself with the
layout of the loan management system to navigate quickly.
●
Use the pop-up feature to minimize
time spent switching between screens.