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Agents and Agent Management

Complete workflow from client enrollment to loan servicing

Agent Management

Field Agents

  • Enroll new clients in the field
  • Collect loan repayments
  • No dashboard access
  • Cannot modify client data

Admin Responsibilities

  • Enter all agent-submitted data
  • Verify client eligibility
  • Assign loans to agents
  • Monitor repayment performance

Accountability Framework

Clients permanently linked to enrolling agent

Complete audit trail of all submissions

Loan Issuance Process

Important: While clients are permanently tied to their enrolling agent, loans can be serviced by different agents during collection.

1

Enrollment

Agent A enrolls client and submits documents

2

Loan Assignment

Admin can assign to:

  • Original agent (Agent A)
  • Or different agent (Agent B)
3

Tracking

System records both:

  • Enrolling agent (origin)
  • Servicing agent (current)

Agent Assignment Workflow

Agent A

Enrolling Agent

Agent B

Servicing Agent

Client Record

Enrolled by:Agent A
Serviced by:Agent B

Key Business Rules

Original Link Maintained

Client always shows original enrolling agent for audit purposes

Flexible Servicing

Loans can be reassigned to different collection agents

Performance Tracking

Commissions calculated based on actual collection agent

Admin Control

Only admins can modify agent assignments

Admin Management

Key Concept: There are two admin levels - Super Admin (full privileges) and Dashboard Admin (limited privileges).

1. Requesting New Admins

Super Admins can create new Dashboard Admins to share management responsibilities:

  1. Navigate to Agent Management section
  2. Select Add New Admin button
  3. Enter new admins details
  4. register
  5. Navigate to reports section (optional)
  6. Enter role you need the new admin to have in message and any other details

Note: New admins receive an email invitation to complete registration and we recommend you fill in report to let support team know about the new admin.

Admin creation interface

Screenshot: Creating a new dashboard admin

2. Adding Agents

Agents are field operators who enroll clients and collect payments. Both admin types can add agents:

  1. Go to Agents section
  2. Click Add New Agent
  3. Provide agent details:
    • Full name
    • Phone number
    • Etc
  4. add agent

Note: make sure agent provides valid email and phone number before adding them.these are essential for communication and identification purposes.

Agent creation form

Screenshot: Adding a new agent

3. Updating Agent Information

Keep agent profiles current to maintain accurate records:

  1. Locate agent in Agents list
  2. Click Update on agent profile
  3. Update editable fields:
    • Contact information
    • Address
    • Etc
  4. Update changes

Note: when updating the previous information is lost so make sure to save a backup before making changes. This ensures that you can revert to the previous state if needed. Always double-check your changes before saving to avoid any potential errors.

Agent editing interface

Screenshot: Editing agent information

4. Deleting Agents/Admins

Important Deletion Rules

  • Only Super Admins can delete records
  • Agents with active loans cannot be deleted
  • Deletion is permanent and irreversible

Deletion Process:

  1. Navigate to relevant section (Agents)
  2. Locate the profile to delete
  3. Click Delete option
  4. Confirm deletion in verification prompt
  5. Review automatic reassignment options for existing clients/loans

Best Practice: update information when you intend on just improving information ,if its agent who has left make sure all clients and loans he or she oversaw are transferred to another agent.how ever we advice you do not delete agents or their associated data

Deletion confirmation dialog

Screenshot: Deletion confirmation prompt