Loan Lifecycle

Understand how a loan moves through the system from creation to repayment.

Workflow

  1. 1

    Register the borrower

    Complete the profile, KYC, contact, and guarantor details before starting an application.

  2. 2

    Create and approve the loan

    Choose the correct product, review the schedule and fees, then follow the approval workflow.

  3. 3

    Disburse and service

    Confirm funding, record repayments, and monitor balances, arrears, and activity history.

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.

Register the borrower

1 Register the borrower

What to do

  1. 1. Complete the profile, KYC, contact, and guarantor details before starting an application.

You should see

Borrower KYC is complete.

Create and approve the loan

2 Create and approve the loan

What to do

  1. 1. Choose the correct product, review the schedule and fees, then follow the approval workflow.

You should see

The schedule and costs were reviewed.

Disburse and service

3 Disburse and service

What to do

  1. 1. Confirm funding, record repayments, and monitor balances, arrears, and activity history.

You should see

Every transition has an audit record.