Loan Page Overview
The loan page looks like this.
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On the loan page, you will see:
● information left by the client in the application
● loan repayment schedule, automatically generated by the Loan Management System
● additional data about the client from the third-party services (e.g., Bureau of Credit Histories)
● Signed documents block, where you can upload signed documents
● Printing Forms block, where you can view and download the agreement for this loan product
● Underwriting history
● history of interaction with the client in the system
For convenience and quick transition to the desired section, you can use the menu on the right side of the page.
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Also, if required, you can go to the client’s profile from this page and view the loan product.
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To view key loan data, click Loan Summary.
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If required, you can configure the information to be displayed in Loan Summary.
Click the Settings icon in the upper right corner of the Schedule block.
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Next, click Add.
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In the Order field, specify the order in which to display a custom field.
In the Data source field, select the parameter you want to be displayed in the chart.
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In the Display name field, specify the name you want to be displayed in the column name of the chart.
Add as many fields as you need and then click Save.
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