How to control loan booking and assignment settings

The loan booking control feature in Lendsqr allows you to define how loans are originated within your organisation by enforcing workflow rules and managing product visibility during booking.

Mandatory account manager and office selection

You can choose whether selecting an account manager and office is required when booking a loan.

• True – Loan booking will require staff to select an account manager and office before proceeding. This helps enforce accountability and ensures proper loan ownership tracking.
• False – Loan booking can proceed without requiring account manager or office selection.

This setting helps you decide how strictly workflow metadata should be enforced during loan creation.

Loan product visibility during booking

You can control which loan products are displayed when staff are booking a loan.

Choose one of the following options:

• Show all loan products
  All available loan products will be visible during loan booking regardless of product type or operational channel.
• Show only offline products
  Only products configured as offline products will be displayed. This helps simplify the booking interface and ensures staff select products relevant to offline operations.

How to configure these settings

1. Log in to your admin console.
2. Click the Settings (gear icon) in the top navigation.



3. Under the Platform section of the settings sidebar, expand System Configuration and click System.



4. Use the search box on that page to filter for the setting you want. Both settings are found by name: Products Display for Loan Booking (a dropdown; choose between showing all loan products or only offline products) and Require Branch Information for Loan Booking (a toggle; switch on to require branch name and account manager during manual loan booking).

Both settings apply immediately once changed — there is no separate save or update step.