Merchant Loan Follow-ups

This training material covers the system support for online merchant loan follow-ups, enabling the sales team to track loan progress more efficiently. Users will learn how the Merchant Loan List is generated, which includes all eligible merchants linked to their BD Code. The document explains how to monitor various stages of the loan lifecycle, such as whitelist, pre-credit, field verification, and disbursement, using T+1 data updates.

The document also teaches users how to manage merchant interactions by recording visit intents and reviewing repayment schedules. Importantly, it provides specific guidance on handling pre-credit limits, instructing sales teams to treat them as estimates and not to disclose or promise these figures to customers. Finally, it includes standardized text templates for notifying merchants about their application status and required documentation.

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