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  1. Product Guides
  2. System Settings

Collection Targets

This section helps you set, track and guide loan officers’ performance by setting monthly goals for loan disbursements and collections per product.

PreviousStaffNextFee Settings

Last updated 4 days ago

To set collection targets, go to System Settings > Collection Targets, click Set Collection Targets, fill in the required fields, and submit.

Fields:

  • Loan Officer – Staff member responsible for the target.

  • Loan Product – The specific loan type the target applies to.

  • Month of Expected Target – The month the target is set for.

  • Year of Expected Target – The year the target is set for.

  • Monthly Disbursement Target – Expected loan amount to be disbursed that month.

  • Monthly Collection Target – Expected amount to be collected from repayments that month.

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