Loans

Create, approve, and disburse loans, and track loan status.

Workflow

1

Create the application

Select the borrower and product, enter the amount, and review the calculated schedule.
2

Complete approval

Submit to a checker when required and address feedback without silently replacing history.
3

Record the disbursement

Record the payout made by cash, cheque, bank transfer or mobile money, with its reference and proof of payment.

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.

Create the application — 1 Create the application

What to do

1. Select the borrower and product, enter the amount, and review the calculated schedule.

You should see

Borrower and product are correct.

Complete approval — 2 Complete approval

What to do

1. Submit to a checker when required and address feedback without silently replacing history.

You should see

All required approvals are complete.

Record the disbursement — 3 Record the disbursement

What to do

1. Record the payout made by cash, cheque, bank transfer or mobile money, with its reference and proof of payment.

You should see

The disbursement has a traceable reference.