Borrowers

Register borrowers, view profiles, and manage borrower records.

Workflow

  1. 1

    Search before creating

    Search by name, phone, or identifier to avoid duplicate borrower records.

  2. 2

    Complete the profile

    Capture required contact, address, employment, KYC, and guarantor information.

  3. 3

    Review history

    Check accounts, transactions, and loans before beginning a new application.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

Search before creating

1 Search before creating

What to do

  1. 1. Search by name, phone, or identifier to avoid duplicate borrower records.

You should see

No matching borrower already exists.

Complete the profile

2 Complete the profile

What to do

  1. 1. Capture required contact, address, employment, KYC, and guarantor information.

You should see

Required fields are complete.

Review history

3 Review history

What to do

  1. 1. Check accounts, transactions, and loans before beginning a new application.

You should see

Verification documents are current and legible.