First-Day Tutorial

A guided walkthrough of your first day as a branch operator.

Workflow

  1. 1

    Start with the dashboard

    Review headline metrics, pending work, and alerts for your branch.

  2. 2

    Practice a customer workflow

    Create a training record and walk through a loan application without skipping controls.

  3. 3

    Close the day

    Reconcile collections, review completed activity, and escalate work that still needs approval.

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.

Start with the dashboard

1 Start with the dashboard

What to do

  1. 1. Review headline metrics, pending work, and alerts for your branch.

You should see

The active branch is correct.

Practice a customer workflow

2 Practice a customer workflow

What to do

  1. 1. Create a training record and walk through a loan application without skipping controls.
  2. 2. Reconcile collections, review completed activity, and escalate work that still needs approval.

You should see

No critical task was overlooked.