Loan Desk Guide

Loan request and review process

Submit loan request details.

Provide required compliance information.

Track approval and repayment workflow.

Step-by-Step User Flow

  1. Submit loan request details.
  2. Provide required compliance information.
  3. Track approval and repayment workflow.

How This Module Works (From Real App Logic)

Loan desk covers loan calls, investments, loan lifecycle states, and repayment tracking.

User Step-by-Step Flow

  1. User opens loan desk to see open calls and personal investment records.
  2. Eligible users invest into open calls and track status updates.
  3. Organization loan flows move through pending, approval, disbursement, and repayment states.
  4. Repayment events and history are visible through loan detail trackers.

Access, Validation, and Conditions

  • Organization permission checks for org-loan actions
  • Approval/disbursement requires configured approver roles