How do I unblock a blocked loan?

Understanding the Block:

If you encounter a greyed-out "Next" button when creating a new loan, it likely indicates that a block has been placed on the client's account. This block can be triggered by various factors, including:

• Automated Flags: Mobiloan may automatically flag a client due to factors like overdue payments or credit bureau alerts.

• Manual Intervention: A user may have manually blocked the client for specific reasons.

Unblocking a Blocked Client:

1. Check for Automated Flags:

• Review Client Status: Verify if the client's status is set to "Active." If not, you may need to change it to unblock the client.

• Address Overdue Payments: Ensure any outstanding payments have been settled or resolved.

2. Manage Collection Tickets:

• Temporarily Suspend: If there are active collection tickets, you can temporarily suspend them to allow for a new loan. Remember to reactivate these tickets after the new loan is processed.

• Note on User Permissions: Only authorized users (typically branch managers or higher) can perform unblocking actions.

Additional Tips:

• Refer to Documentation: For detailed information on loan statuses and collection tickets, consult the provided links.

• Seek Assistance: If you encounter difficulties or have further questions, contact your Mobiloan support team.

By following these steps and adhering to the appropriate permissions, you can effectively unblock clients and ensure smooth loan processing.