Loan contract page

The loan contract page features a summary card to highlight key details, along with a versions tab and a content sidebar that make managing and navigating the entire contract easier.

To access a loan contract page, find the loan contract of your interest.

Loan contract summary card

The loan contract summary card provides a quick overview of the associated loan contract, displaying all key details at a glance.

For example, you can quickly see the loan type, the contract amount, and the current contract status. It also provides details such as the remaining payments and amount, the debt status, and the contract's reference number.

Loan contract version

The loan contract version tab, located at the top of the loan contract page, allows you to:

view the details of the currently selected contract version;
switch to any previous (replaced or canceled) version from the history; or
see any proposed future updates (marked as drafts).

Contract version flow

A contract has an unlimited number of versions.

Draft - the initial status of a loan contract version.
Draft confirmed - assigned when an initial loan contract draft version is confirmed.
Waiting for signature - appears if the loan product configuration requires the borrower's signature.
Waiting for activation - an intermediary status that appears once a draft is confirmed or signed.
Accepted - assigned when a loan contract version is accepted.
Activating - an intermediary status that appears before the contract version becomes active
Active - the primary contract version status, assigned once the draft is fully activated.
Blocked - indicates that the contract version is blocked. The version can be unblocked if necessary.
Default - appears when a loan contract is defaulted.
Replaced - a final status assigned when a new draft version is activated, replacing the current active version. Once replaced, the version cannot be reactivated.
Canceled - a final status assigned when a draft version is canceled. Once canceled, the version cannot be reactivated.
Closing - an intermediary status that appears before a contract version is closed.
Closed - indicates that the contract version is closed.
Reactivating - assigned when a closed loan contract is being reactivated.

It is only possible to have one active and one draft version at a time. However, you can have multiple top-up draft versions.

Loan contract content sidebar

The content sidebar is located on the right side of the page and consists of:

Action buttons

The action buttons define the loan contract version management options.

The set of action buttons available varies based on the status of each loan contract version. Therefore, different contract versions will display their own specific set of action buttons.