Click Submit button to send the draft loan application for manager review and approval.

Review the error popup displayed when attempting to submit a loan without processing fees.

Select Loan Proof Documents tab to upload borrower identification files and confirm verification status.

Verify the loan request status transition to Waiting For Approval after submitting the application.

Inspect the automated email notification generated for managers requesting approval of the loan.

Access Requests to Approve menu under Loan to review all pending loan authorization requests.

Review approved loan record details displaying available action buttons for subsequent processing steps.

Verify the automated confirmation email dispatched to the borrower upon loan request approval.

Check the validation prompt warning that processing fee values must be set before proceeding.

Enter the required processing fees amount in the loan request form before generating invoices.

Open Installments tab to view calculated repayment schedules and individual installment invoice options.

Click Create Processing Fees Invoice button to generate a customer invoice for processing charges.

Click Disburse button to attempt releasing approved loan funds prior to contract generation.

Review the validation error prompt requiring agreement generation before loan disbursement can proceed.

Click Generate Agreement button to create the formal legal loan contract document for signing.

Review the posted customer invoice created for loan processing fees prior to fund release.

Click Agreement smart button on the loan record to access generated contract files.

Review the validation message requiring a disbursement journal selection prior to releasing funds.

Select the payment journal and view the generated payment reference after disbursing loan funds.

Click Create Invoice button on an installment line to issue a repayment invoice.

Click Calculate Installment button to generate detailed repayment schedule lines for approved loans.

Click Confirm button to validate the draft customer invoice created for loan installment.

Inspect posted customer invoice marked with Paid ribbon upon receiving borrower installment payment.

Verify updated Paid status badge and click View Invoice button on completed installment lines.

Click Add Payment button in Advance Payment tab to initiate early loan repayment transactions.

Fill advance repayment details, select payment journal, and click Process Payment to record transaction.

Verify loan status updated to Closed when all scheduled installment lines reach Paid state.

Access Rejected Loan Requests menu to review all declined loan applications and their status.

Switch to Notes tab to record internal remarks and inspect automated loan closure chatter.

Open Requests to Close menu under Loan to monitor completed loans awaiting final settlement.

Access Loan Installments menu to view payment statuses across all generated customer loan installments.

Open Loan Management Dashboard to monitor overall financial performance, total requests, and success rates.

Select specific user in dashboard filter to analyze loan metrics assigned to Mitchell Admin.

Filter dashboard analytics by borrower to view total loans and repayments for Azure Interior.

Filter dashboard metrics by loan type to analyze performance statistics for Personal Loan category.

Click Total Requests KPI card on the dashboard to view all registered loan applications.

Inspect total loan requests list view opened directly from the dashboard summary KPI card.

Click Total Interest Earned card on the dashboard to access interest revenue breakdown details.

Review individual installment interest earned records opened from the main dashboard interest metric.