Policies and Procedures
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Credit and Loan Management
đŸ“™Standard Operating Procedures (SOPs)
Budgets and Cash Forecast Procedure
Creating a Top-up with the same Monthly Repayment SOP
Customer Departure SOP
Customer Identity Verification SOP
Customer Onboarding SOP
Following-up with New Online Customers SOP
Loan Disbursements (Loan Proceeds) SOP
Loan Payout Report SOP
Insurance Renewal and Processing SOP
In-Person Loan Application (iPad & LMS) SOP
Online Loan Application Processing SOP
Receivables: Statements Distribution SOP
Cash Management SOP
Loan Payment Processing: Batch SOP
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