Overview

This is the final screen in the loan creation process. From here, you can generate, view, print, and email all the necessary legal and informational documents for the completed loan. All documents are generated in HTML format and can be easily printed or saved as a PDF from your web browser.

Navigation

This screen appears automatically after you have successfully completed all the preceding steps in the New Loan wizard.

Available Documents

The following documents can be generated from this screen. Access to print each document is controlled by specific user permissions, which must be enabled by an administrator under Setup > Security > Roles > HTML Printing.

• Loan Agreement

  • Generates the official loan contract.
  • Required Permission: Print & Reprint a Contract

• Credit Protection Insurance

  • Generates the agreement for the Credit Protection Insurance policy.
  • Required Permission: Print CPI Agreement

• Loan Payment Schedule

  • Provides a detailed breakdown of all repayment dates and amounts.
  • Required Permission: Print Loan Schedule

• Budget / NCR Budget Form

  • Generates the client's budget that was completed during the application. The most recent budget on the client's profile will be used.
  • Required Permission: Print Budget and Budget Form

• Compuscan Enquiry

  • Generates a copy of the credit enquiry report, if one was performed.
  • Required Permission: Print Compuscan Enquiry

• Standard Conditions

  • Generates the standard terms and conditions document for the loan product.
  • Required Permission: Print Standard Conditions

• Payback Instructions

  • Generates the details of the client's repayment mandate.
  • Note: This document may appear blank if you attempt to save it as a PDF directly. It is best viewed in HTML or printed.
  • Required Permission: Print Payback Instructions

How to View and Print Documents

Viewing an Individual Document

• Simply click the hyperlink for the document you wish to see. It will open in a new browser tab in HTML format.

Printing or Saving as PDF

1. Open the desired document by clicking its hyperlink.
2. In the new tab, use your browser's print function (usually by pressing Ctrl+P or going to File > Print).
3. A print dialog box will appear. You can:
   • Select your physical printer to print a hard copy.
   • Choose the "Save as PDF" option as the destination to save a digital copy.

Viewing All Documents at Once

• Click the "View all Documents as One" hyperlink. This combines all the generated documents onto a single page, making it easy to print the entire package at once.

Additional Actions

Emailing Documents to the Client

• A button labeled "Email Loan Document to Client" will be available on this screen.
• Note: This button will only appear if a valid email address has been captured on the client's profile.

TechnoMetrix SMS Link

• If the loan was verified using TechnoMetrix, the client will also receive a separate SMS containing a secure link to view their electronically signed loan agreement.

Exiting the Screen

• Click the "Back to Client Search Result" button to return to the main client search page.

Compliance Reference (South Africa)

For compliance with the National Credit Act (NCA), please note the following sections and forms related to these documents:

• Loan Agreement:
  • NCA No. 34 of 2005, Sections 89-93, 95
  • NCR Forms 20, 20.1, 20.2
• Credit Protection Insurance:
  • NCA Regulations
  • NCR Forms 21, 22, 23
• Budget:
• National Credit Amendment, 2014, Annexure "A" Forms