Set up loan campaign

Name*

Number/ Text

Enter the name of the loan campaign.

Campaign validity*

Date

Enter the dates when the campaign is valid.

Note: on the start date, the campaign is already valid; and the end date invalidates the campaign.

Applying rule*

List

Select how the loan campaign is applied:

• Always - applied automatically when a new loan application and offer are created.

Campaign code*

Number/ Text

Enter the campaign code.

Note: this field is available only when the applying rule is by campaign code.

Campaign benefits

Button

Select the button to add campaign benefits.

Benefit type*

List

Select the benefit type:

• Payment leave,

• Decreased rate,

• Fee leave,

• Instalment leave.

Note: You can add more benefits by clicking the Add New button.

Component

List

Select the loan component to which the campaign will be applied. You must choose one fee type. The available values:

• For decreased rate benefit, select one fee type to which the campaign will apply:

  • Commitment fee,

  • Interest.

• For fee leave benefit, select one fee type to which the campaign will apply:

  • Account administration fee,

  • Loan certificate fee,

  • Contract changing fee,

  • Disbursement fee,

  • Document copy fee,

  • Debt settlement agreement fee,

  • Due date change fee,

  • Payment holiday fee,

  • Premature repayment fee,

  • Reminder fee,

  • Billing administration fee,

  • Loan top-up fee,

  • Contract termination fee.

Discount/Value

Number

Enter the discount or value amount.

Period type*

List

Select the campaign period type. The available values:

• Number of interest periods - the campaign benefit will be valid for a number of interest periods.

• Number of payments - the campaign benefit will be valid until a defined regular payment date.

Number of periods*

Number

Enter the number of interest periods or the number of payments.