Updated Loan Report Design
The loan report module now has a new look.
Reporting
You can now download Investment reportss on Sprout.
Reporting
Target Contribution Report
You can now download Target Contribution Report on Sprout.
Reporting
The News and Offers banner has been revamped to give a new feel with new title, colors, more deep linking options and other updates.
Marketing
Added Search function to Due Loans
The Collections team can now search for customers in the due loans sub-module using Loan ID, Email, and other search parameters.
Collections
We’ve extended the ‘add deductions’ feature on a loan to the Risk team.
Additionally, both teams can now remove deductions as well
Finance and Risk
Staff users can now enforce the account number a mandate should be set on, on a lendsqr mandate
Loans & Collections
Sales Officers can now update Customs Loan customer details including NCS Number and Name most recently.
Loans
Merge Target Contribution
Investment Officers can now merge 2 active target Contributions for users based on request.
This will only work on Flex Contributions
Target Contribution
New Investment Top Up Maturity Date Option.
When topping up an active investment, the new investment can now maintain the same maturity date as the parent investment.
Investment
My Portfolio for Investments
Investment Officers can now manage Investments assigned to them under the “My Portfolio” sub module.
Investment
The Investment liquidation date(or start date) can now be indicated when raising a liquidation request on an active investment
When raising a liquidation request for an investment that had already been liquidated days/weeks/months ago, the investment agent can now enter the date the liquidation happened.
This same date is also persisted on the view of the finance officer.
Investment
Investment top-up summary:
We included a summary when an investment is about to be topped up.
You’ll be able to see what the investment will look like after it gets topped up
Investment