Admin Dashboard Overview

Loan Management System User Manual

As an admin, your dashboard gives you full control over the Loan Management System. Here's a summary of what you can do:

1. Loans & Balances Management Module

• Update Payment: Record a payment made towards a loan.

• Apply Loan: Submit a new loan application on behalf of a client.

• Approve Loan Applied: Review and approve loans submitted for approval.

• Declare Loan as Cleared: Mark a loan as fully repaid.

• Declare Loan as Defaulted: Mark a loan as defaulted if no payments are made within a certain period.

2. Human Resource Management Module

• Onboard New Client: Add new clients into the system.

• Access Staff Webmail: Use the system to access internal staff email.

• Onboard New Officer: Register new loan officers (managers) into the system.

• Create New Admin Account: Add new administrators to the system.

• See Officers' Loan Reports: View detailed reports of loans managed by specific officers.

3. Search Module

• Search Loan Details (Using National ID): Find loan information using a client's national ID.

• Search Client Profile (Using National ID): Look up a client's profile using their national ID.

• Search Officer Profile (Using Manager ID): Find details of a loan officer using their ID.

• Search Collateral Profile (Using Loan ID): Retrieve information about the collateral associated with a specific loan.

4. Business Overview

This section provides you with a comprehensive overview of key metrics:

• Total No. of Loans Disbursed: The total number of loans issued since the system's inception.

• Total No. of Clients in Clientbook: The total number of clients registered in the system.

• Total Accrued Interest: The cumulative interest earned on all loans disbursed.

• Total Payments Received: The total sum of loan payments received to date.

5. Today's Business Activity

This section shows real-time data for today's activities:

• No. of Loans Disbursed Today: The number of loans issued today.

• Loan Amounts Disbursed Today: The total amount disbursed today.

• Total Interest Earned Today: The total interest earned from disbursed loans today.

• Total Payments Received Today: The total payments collected from clients today.

6. Transactions Data Table

This table shows recent transactions, including:

• Client Name: The name of the client making the transaction.

• Loan ID: The loan associated with the transaction.

• Transaction Date: When the payment was received.

• Received Payment: The payment amount.

• Transaction Reference: The reference number for the payment.

Each of these tools helps you maintain full control over the loan management system.