zedvance
Active Inactive Pending approvals Exited Blacklisted
Customer Groups Credit arrangements Loan Account Loan Transaction Installments Deposit Account Deposit Transaction System Activities Branches Centers Users
Customer Customer MDA Partner Corporate Investment Customer Money-pal Customer Payroller Customer Groups Loan Account Deposit Account User
zedvance
welcome
jerry ibeawuchi
Action 1 Action 2 Action 3
overview
clients
Active Inactive Pending approvals Exited Blacklisted All Customers
groups
Active Loan Account Active Deposit Account No Active Account No Members All Groups
deposit
Active Pending Matured Closed Overdraft Account All Deposit Account
loans
Repayment Collection All Loan Transaction
deposit transactions
Deposit Collection All Deposit Collection
activities
All Activities
branches
All Branches
centers
All Centers
users
All Users
Communications
Emails SMS Web Hooks All Communications
  • general setup
    Set up Zeedvance with all the details
    • organization details
    • Currency
    • holidays
    • risk level
    • rates
    • transaction channels
    • customer types
    • internal control
    • labels
    • ID templates
    • group roles
    • branding
    • accounting
    • authorization holds
    • employer setup
    • underwriting
  • organization
    Structure your organization by creating
    • Branches
    • Centers
  • access
    Open up Mambu to your entire organization by....
    • Roles
    • Users
    • preferences
    • Federated Authentication
  • product
    Open up Mambu to your entire organization by....
    • Loans
    • Deposit
  • fields
    Set up Zeedvance with all the details
    • customers
    • groups
    • credit arrangement
    • loan account
    • guarantor
    • deposit account
    • transactions
    • branches
    • centres
    • users
    • employee details
  • transactions Manage the products offerings that you have
  • sms Manage the products offerings that you have
  • email Manage the products offerings that you have
  • webhook
    Manage the products offerings that you have
    • notifications
    • settings
  • template Manage the products offerings that you have
    • reports Manage the products offerings that you have
    • apps Manage the products offerings that you have
    • data Manage the products offerings that you have

transactions

Manage the products offerings that you have available to your customers by creating and editing loan and deposit products.

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  • installments
    • action
    • action
    • action
  • products
  • reporting
  • accounting
  • apps
    • action
    • action
    • action
  • administration
Quick Lookup On Group
  • filter
  • fields
  • full name

    ID

    customer state

    account officer

    loan deposit

    deposit balance

    last modified

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Creating a Group
  • Group Members
  • Group Roles
  • Address
  • Associated
  • Profile Note
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Quick Lookup On Customers
  • filter
  • fields
  • full name

    ID

    customer state

    account officer

    loan deposit

    deposit balance

    last modified

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Creating a Customer
  • General
  • Details
  • Address
  • Personal Information
  • Employee Information
  • Other Information
  • Next of Kin Information
  • Gemini credit officer
  • Identification Documents
  • Document Type

    Drivers License

    Issuing Authority

    Nigerian Government

  • Associated
  • Profile Note
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