Support Center

Working with Loan Accounts

  • Creating a New Loan

    ● Create a new loan account ● Offset for First Instalment Due Date ● Solidarity group loans ● Loans with tr...

    Jun 04, 2018 03:21PM CEST
  • Editing a Loan

    Loan accounts can only be fully edited while they are still pending approval. After they have been approved, i...

    Jun 04, 2018 03:41PM CEST
  • Approving a Loan

    Before you can disburse a loan account, it has to be approved by a user with the relevant permission ("Approve...

    Jul 23, 2015 06:44PM CEST
  • Rejecting a Loan

    Rejecting a Loan Account Loan Accounts that do not meet the loan decisioning criteria can be rejected, a...

    Jul 23, 2015 06:51PM CEST
  • Withdrawing a Loan

    Withdrawing a Loan Account application Loan Accounts that are still in the approval process can be withdr...

    Jul 23, 2015 06:58PM CEST
  • Disbursing a Loan

    When a Loan Account has been approved, the loan is ready to be disbursed. Users with “Set Disbursement Condi...

    May 03, 2016 10:35AM CEST
  • Editing / Customizing Repayment Schedules

    ● Editing Fixed Loan Schedules ● Editing Dynamic Loan Schedules ● Editing Revolving Credit Loan Schedules ...

    Jul 14, 2016 03:33PM CEST
  • Working with Credit Arrangements (Lines of Credit)

    ● Overview ● Credit Arrangements States ● Creating a New Credit Arrangement and Exposure Limits ● Viewing a Cr...

    Jul 18, 2018 01:15PM CEST
  • Loan Account Attachments

    Any Loan account can have files (attachments) uploaded in Mambu, for example: scans of documentation required ...

    Oct 27, 2018 07:09AM CEST
  • Loan Securities - Guarantors and Collateral Assets

    ● Overview ● Adding Guarantors for a Loan ● Adding Collateral Assets for a Loan ● Removing Loan Securities ...

    Feb 21, 2017 04:59PM CET
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