Manage Products
Review and maintain loan products so new loans always start from the correct branch rules.
Loan product management is where branch operations keep product defaults accurate as pricing, policy, or repayment standards change.
Purpose
Use this page to review an existing product before teams create more loans from it.
Routine tasks
- Open the product detail page and confirm the active pricing and fee rules.
- Compare product defaults with what staff are actually using in loan creation.
- Correct outdated ranges, terms, or charges before more loans are originated.
- Keep naming and coding consistent across all products in the branch.
Expected result
New loans inherit the current branch-approved settings with minimal manual correction.
Troubleshooting
- If old products should no longer be used, communicate the replacement product clearly before staff continue originating loans.
- If a product detail page does not match portfolio expectations, compare the product defaults with recently originated loans to find where drift started.