4.1: Watch training videos and take quizzes on posting loans
Collecting Borrower Profile Information in the Field
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Purpose: Explains the processes field staff will follow to collect information for loan profiles
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Who should watch: Operations Manager, Kiva Coordinator
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Key questions to consider: Will credit processes be different for Kiva loans (loan documents, disbursement policies, loan terms, etc.)? When in the loan process will you collect information and photos for profiles? Who will collect it?
How to Post an Individual Loan
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Purpose: Explains the process for posting a loan profile in PA2 for an individual borrower
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Who should watch: Kiva Coordinator (or others who post loans)
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Key questions to consider: How much time do you expect this to take each week/month? How will you get the necessary information from the field to the person posting profiles?
How to Post a Group Loan
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Purpose: Explains the process for posting a loan profile in PA2 for a group
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Who should watch: Kiva Coordinator (or others who post loans)
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Key questions to consider: Will your organization post individual loans, group loans, or both? How much time do you expect this to take each week/month? How will you get the necessary information from the field to the person posting profiles?
Borrower Profile Policies
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Purpose: Details on what to include - and not include - in loan profiles
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Who should watch: Kiva Coordinator (or others who post loans)
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Key questions to consider: How will you ensure consistency and quality in your loan profiles? How will you make your loans interesting to Kiva lenders?
