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View all Loan Product Groups
Create New GroupsLoan Product Group
Edit a loan product group
Link loan product
Unlink loan product
Enable a loan product group
Disable a loan product group
1. View all Loan Product Groups
Once you sign up to the merchant portal and click on the loan product groups, you will be presented with a table that displays all the loan product groups created under your account. It displays the following info on them:
Name of Loan Product Group
Status of Loan Product Group
Description of the Loan Product Group
Search Filter: You can search through available loan product groups on the table using the search filter on the side of the page
2. Create New Loan Product Group
This feature allows an admin (or a user with sufficient rights) the ability to create Loan Product Groups that their customers can apply for via the Originate Platform.
The Loan Product Creation is split into the following subsections
i). Basic Information
ii). Loan Products
iii). Loan Product Attributes
Once a user has completed all aforementioned sections within the form, they can successfully create their loan product group.
i). Basic Information
This section contains details which define the basic metadata associated with the loan product group you are creating. It requires the user to input the following information:
Name of Loan Product Group
Description of Loan Product Group
ii). Loan Products
This section collects information on the loan product groups that are linked to the loan group you are creating. In this section you can link the active loan products to the loan product group you are creating.
Please note when creating a loan group, you will need to at least link one active loan product before you can successfully create a loan product group.
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iii). Loan Attributes
This section collects information on the loan attributes that are linked to the loan group you are creating.
Loan attributes help merchants to be able to curate an application flow that suits the loan products.
In this section you can select the attributes that you’d like for the loan product group you are creating.
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3. Edit a Loan Product Group
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Please note when editing a loan group, you can unlink any number of loan products as long as at least one active loan product is still linked to a loan group.
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4. Link a Loan Product to a Loan Product Group
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Please note that you can only link active loan products. You might need to activate the loan products that you’d like to link first before trying to link loan products.
5. Unlink a Loan Product to a Loan Product Group
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