lendsqr

Introduction

At Lendsqr, we understand the importance of collecting comprehensive data from borrowers to make informed lending decisions. This is why we've enhanced our system to ensure that all required questions in your custom form are answered before booking a loan manually for a customer.

Step-by-Step Guide

Configuring your loan product 

To enable custom form questions and allow offline loan booking, you need to modify specific product attributes:

• Custom Form Builder: This is where your custom or additional questions are stored in JSON format. Here is an example: 

{
    "meta": {
      "name": "<org name>",
      "description": "This is a customized loan application flow for <org name>",
      "version": "1.0",
      "url": "https://www.example.com",
      "status": "active"
    },
    "pages": [
      {
        "name": "Page 1",
        "title": "Page 1 Details",
        "description": "Sample description",
        "actions": [
          {
            "type": "continue",
            "label": "Continue"
          },
          {
            "type": "cancel",
            "label": "Cancel",
            "message": "Are you sure you want to cancel this loan request?"
          }
        ],
        "sections": [
          {
            "name": "Section 1",
            "description": "Section 1 description",
            "fields": [
              {
                "id": "short_text_field",
                "name": "Short Text field",
                "type": "short_text",
                "label": "Short Text field",
                "description": "Short Text field Description",
                "validation": {
                  "required": true,
                  "minimum_length": 1,
                  "maximum_length": 256
                }
              },
              {
                "id": "select_field",
                "name": "Select Field",
                "type": "select",
                "label": "Select Field",
                "description": "Select Field Description",
                "validation": {
                  "required": true,
                  "multi_select": false
                },
                "options": [
                  {
                    "label": "Option A",
                    "value": "Option A"
                  },
                  {
                    "label": "Option B",
                    "value": "Option B"
                  },
                  {
                    "label": "Option C",
                    "value": "Option C"
                  }
                ]
              }
             ]
          }
        ]
      },
      {
        "name": "Page 2",
        "title": "Page 2 details",
        "description": "Sample description",
        "actions": [
          {
            "type": "submit",
            "label": "Submit"
          },
          {
            "type": "cancel",
            "label": "Cancel",
            "message": "If you cancel this, all the information you have provided will be discarded. Are you sure you want to do this?"
          }
        ],
        "sections": [
          {
            "name": "Section 1 in Page 2",
            "description": "Sample Description",
            "fields": [
            {
                "id": "phone",
                "name": "Phone",
                "type": "phone",
                "label": "Phone",
                "description": "Details",
                "validation": {
                  "required": true
                }
              },
              {
                "id": "number",
                "name": "number",
                "type": "number",
                "label": "text number field",
                "description": "description",
                "validation": {
                  "required": true,
                  "minimum": 10,
                  "maximum": 9999999999
                }
              }
            ]
          }
        ]
      }
    ]
  }

• Channel Visibility: Select where the loan product is visible. Set the visibility to Offline to make it available for manual booking.

Making Changes

1. Login to the admin console 
2. Navigate to "Loan Products" under "Product Management".
   • Once logged in, locate the side navigation and click on "Product Management."
   • In the dropdown menu, select "Loan Products."

    3. Create or Update a Loan Product

• To create a new loan product, click on the "Create Loan Product" button.

• To update an existing product, find the product in the list and click on the "Edit" button next to it.

    4. Update the Custom Form Builder attribute 

• Locate the "Custom Form Builder" attribute and click the "Edit" button.
• Copy and paste your custom questions in JSON format into the code editor.
• Save your changes.

    5. Update Channel Availability attribute

• Find the "Channel Availability" attribute and click "Edit."
• Add "Offline" to the list of channels.
• Save your changes.

Ensure your loan product is activated before moving to the next section. Learn more

Booking a Loan

    1. Initiate a New Loan Booking:

• Click on the "Quick Create (+)" button on the top navigation pane.
• Select "Book a Loan."

    2. Complete the Booking Form:

• Enter the user's BVN and select the previously configured product.
• The form will autofill with the additional questions.
• Complete all fields and click "Book New Loan."

    3. Finalize the Booking:

• Click on the "View Loan" button to view loan details.