Checker Inbox & Tasks

Owned by Former user (Deleted)
Last updated: Jan 01, 2017 by Himadri Mitra (Unlicensed)
2 min read

Checker Inbox & Tasks can help

  • Bulk Client Approvals
  • Bulk Loan Approvals
  • Bulk Loan Disbursals 


How To Use Checker Inbox & Tasks

  • Go to the left panel and click on 'Checker Inbox & Tasks'


  • Once you click on it, the following window will appear showing  pending tasks for clients and loans.

  • Click on 'Client Approval' to see the  list of clients which are not yet activated.



  • Select the clients using checker box and then click on Approve button. 

  • Then Click on 'Loan Approval' to see the  list of loans which are not yet approved.



  • Select the loan accounts of the client and then click on Approve button.

  • Then click on 'Loan Disbursal' to see the list of loans which are not yet disbursed.



  • Select the loan accounts of the client which are approved but not yet disbursed.
  • And then click on 'Disburse' button in order to simultaneously disburse multiple loans.