1
Leads
•From Loan Consultant and Online Inquiries: Answer Online Application Form link > Reflected in the SharePoint for tagging and monitoring
•For Walk-In Clients > Input client details in SharePoint for tagging and monitoring
2
Screening
•Marketing Associates screens the account: completion and validity of the submitted requirements
3
Encoding
•After passing the screening, Marketing Associates encodes the account to CRM
4
Credit Review
•Credit Review Associates reviews and verifies the document, check authenticity, identity, character, and residency of the client
5
Credit Approval
•Credit Committee evaluate the client's capacity to pay and declares the final approved loan amount
6
Loan Releasing
•Loans Processor confirms the final approved loan amount to the client and asks for the final confirmation from the client to release the loan
•Loans Processor processes the loan proceeds releasing and Loan Consultant commission releasing if applicable
