As your lending operations grow, the details of your offices, branches, and teams may change frequently. Editing and updating these details in your Lendsqr admin console is essential to ensure your reporting, staff management, and operational structure remain clear and organized.
With Lendsqr, lenders can easily edit the details of their offices, branches, and teams in just a few steps:
1. Log in to your Lendsqr admin console.
2. Click on the settings icon at the top-right corner of your dashboard.
3. Under Team Management, click on “Offices.”
4. Locate the desired office you wish to edit, then click the “More” icon and select the edit button.
5. Proceed to update the necessary details for the office, branch, or team. Lenders can change any details, including office name, contact details, or assigned managers.
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6. Once the changes are complete, click the “Update Office” button to save your updates.
Read further: How to delete an office, branch or team
Why keeping office details updated matters
- Accurate reporting: Align your operational and performance reports with your current branch and team structure.
- Clear workflows: Ensure loan disbursement, collections, and KYC processes are routed through the correct teams.
- Team accountability: Assign the right managers to each branch to streamline responsibilities.
- Improved customer service: Ensure customers are directed to the correct branch contact details.