Workshop Overview
The AgBMP Loan Program New Loan Link Training - workshops to help lenders and local governments work with the program. These workshops are intended to provide an overview of the program and answer participant questions. The workshops cover a variety of issues in eight main sections:
NO PAPER WILL BE ACEPTED ONCE THIS LOAN LINK GOES LIVE AROUND MID DECEMBER. ALL LENDERS AND LGU'S THAT WISH TO WORK WITH THE AGBMP LOAN PROGRAM MUST ATTEND.
Session flow:
- What to expect (5 mins)
- Training (1hr 15 mins)
- Break (10 mins)
- Training (1hr 10mins)
- Questions & Quiz (15 mins)
- Next Steps (5mins)
Training Outline
- Login
- Sign-up process
- Credentials to use
- User roles
- Dashboard
- Purpose
- Containers
- drag and drop
- sort & search
- Start an application
- Application
- Overview
- Basic Info (Service Area)
- Borrower search & creation
- Save & Resume an application
- Project map
- Project Information
- Lender Information request
- First request
- Second request
- Project Billing
- Status
- Side section
- Process a request end-to-end (for 2 requests)
- Loan
- Overview
- Disbursement process (high-level summary)
- Searches
- Application Search
- Loan Search
- Multi-Borrower
- Who can start
- Uploading an excel
- How to edit information
- My Org
- Overview
- Purpose of a primary contact?
- Employee List
- How to add an employee
- Who can add an employee
- Dual users
- Lender hierarchy
- Service Area contacts
- How to add /edit / view
- Importance of this association
- Attachments
- View Org contacts
- Edit my Org
- Overview
- User guide overview
