Hi all,

I would like to reassign a group to a new center but can’t do this
since there are open loan accounts. The options I can think of are to:
1. Not enter any new loans until all open loan obligations are met and
I can move the group. This is difficult because different loan
products have overlapping loan cycles so there is no natural pause in
the lending cycle to allow a group to be moved.
2. Close all open loans and reissue using the Redo Loan Disbursal
function under Admin. This is a bit labor intensive and at risk of
input errors when re-entering data.

I’m guessing the system doesn’t allow center or loan officer
reassignment when there are open loans because it may affect the loan
officer performance report. However, I’m about to attempt significant
redistribution of groups across centers / loan officers, so I’m
interested in any better ideas or workarounds out there. Even after
the redistribution, loan officers are hired and promoted often enough
to make this a recurring issue.

I appreciate any input on this issue.

Thanks,
Vivian Lu
Nuru International

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