Annual Workshop Information

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
User guide overview