Swift Cloud ERP Support Centre
Credit Offers Credit Offers, a feature within Swift Cloud ERP, streamlines access to credit facilities from financial services partnered with our platform. Financial Services can effortlessly create offers, provide required information and terms, include loan services, and submit them for approval. Upon approval, the offers become readily accessible in the Credit Offers section of Swift Cloud ERP. To create a Credit Offer, ensure you have completed the following steps: 1. Prerequisites: 2. Set Up Loan Services: 3. Activate Banking Module: Creating a New Offer: Please note that only users with Admin, Super Admin, and Account Admin roles have access to and can create Offers. Processing Offer Applications: The involves reviewing and potentially advancing applicants' requests without guaranteeing loan approval. To access applications, log in and navigate to Banking > Offers. Select the desired offer to view its applications; the number of applicants will be displayed at the bottom of the page. Click the "applicants" button to access the applicant list. Depending on your offer configuration, you may have options to view payslips and process applications for each applicant. Clicking the process button will transfer the applicant's data to your client list and generate a loan application for further evaluation. more... |