BELLA
OKR
OKR 1
Report Due Date
5th
PNL Report
Sales Revenue
Sample summary
Sample of details
INIVNITY Arrangement Fees Revenue
Sample
7th
Commission Report
Manually until Q2'2023
Q3'2023 start generate directly via IM2U system
10th
SAS monthly performance monitor
Ruby sales report
PreRevenue Vs Actual Revenue Tracking
Token Report
OKR 2
Monthly Tasks
Singing Arrangement
Lawyer Signing
Sample
Signing reporting
Coming Arrangement
Working in progress
Summary on completion on appraisal month
New staff/agent on boarding Tasks
IM2U system access
Monday.com access
MT access
Google Sheet access
Internal Operation Memo
Sample
Acceptance via what's apps with POLL function
Cash Back Summary Tasks
Sample
System Updating
Internal system updating
SAS.IM2U
Sample
PMP
Sample
Monday.com updating
Microsoft Team updating
Tracking Updating
OKR 3
Meeting Target Date
10th
SOP Discussion
Xero Ratify with Finance
20th
System Enhance Discussion
Sales & Operation Discussion
KOHATA Member handover arrangement
Referral Recruitment
Bonus
Monthly Pay
Irene
OKR
OKR 1
Report Due Date
5th
INVINITY CREDIT PNL Reporting
Property Revenue
Pending Monthly Revenue Report from Interest, Late Charges,
7th
Cash Flow Reporting
Sample
Investor Cashflow Analysis
Investor Performance and Analysis
Investor Payable Report
15th
Investor Report
Referral Fees
Profit Release
OKR 2
Monthly Tasks
Singing Arrangement
Lawyer Signing
Hello Sign
Tasks Arrangement
RUSDI
Employment verification arrangement
Collector visit
LISA
Documental Preparation
Data Input
Internal Operation Memo
Sample
Documental Tasks
Redemption Letter
Discharge Letter
Legal Notice Arrangement
System Updating
INVINITY.IM2U updating
Monday.com updating
Microsoft Team updating
Tracking Updating
OKR 3
Meeting Target Date
5th
Debtor Aging Discussion
Investor related Discussion
20th
System Enhance Discussion
Debtors accounting activities Discussion
Referral Recruitment
Bonus
Monthly Pay
Yvonne
OKR
OKR 1
Report Due Date
1st
Monthly Analysis
Monthly Settlement Analysis
Lead Analysis
15th
Property TAT Report
Manual format
Proposal to generate direct from IM2U PMP
30th
CTOS & RAMCI Purchased Report
OKR 2
Monthly Tasks
Invoice arrangement
Proforma Invoicing
Official Invoicing
Merchant Tasks
Payment Request Arrangement
General Tasks
Skynet Courier
Officer Petty Cash
Office Maintenance arrangement
System Updating
Internal system updating
PMP System
Monday.com updating
Microsoft Team updating
Tracking Updating
OKR 3
Completion of Meeting Minute flow
Referral Recruitment
Bonus
Monthly Pay
Jackson
OKR
OKR 1
Submit loan processes on time
Double check approval
Generate monthly report
Recommendation cases
OKR 2
Weekly update bank process status report
Monthly submission report
Fail loan application
Schedule Meeting
OKR 3
Approval Achievement
Incentive
Referral Recruitment
Bonus
Monthly Pay