Loan Specialists

Loan Specialists – this directory stores a list of the organization's credit officers. Each borrower entered into the system is assigned a loan specialist for the purpose of further client support, accounts receivable tracking, as well as for generating reports used for calculating bonuses, employee incentives, and other functions.

The directory looks as follows:

Before creating a new loan specialist, we need to add a new user to the program Creating a user and then assign the loan specialist role to this user.

To add a new loan specialist to the system, click the "Create" link

Fill in the following fields:

Name - Full name of the specialist

Prefix - This field allows you to assign a specific number to the specialist, which can be used as a prefix to the contract number (requires additional logic implementation) or to display the number in a print form.

Position - Specify the job title. Subsequently, the information from this field will be displayed in print forms.

Branch – Select which branch the specialist will be assigned to.

User - In this field, specify the user to whom the loan specialist will be assigned. This is a dropdown field and the information for it will be pulled from the "Users" directory.

Active - Set to "Yes" for currently working specialists; if "No", this specialist will not appear in the lists when creating a new client.

Use for automatic client creation - This parameter is used for automatic assignment of a specialist to a client for leads coming from external sources.

When a lead enters the system, the lead will automatically be assigned to the specialist who has this flag set. If this flag is set for multiple specialists, the lead will be assigned to the first one in the list.

If a branch is passed in the lead, this rule will work within that branch.

Is a mobile application user - this flag is used to indicate a user working with the mobile application.

After filling in all fields, click the "Save" button to save the data

Now when creating a new client in the system, we can link a loan specialist to them by selecting the appropriate one from the list.