Getting to know Adili ยท Lesson 1 of 15

Adili for microfinance

A quick tour of Adili: Home, the branch picker, the sidebar menus and the badges that show where each loan is.

About 10 minutes

Key ideas

1

Home shows your portfolio at a glance

Outstanding Portfolio shows what borrowers owe right now. The Borrower Loan Funnel follows borrowers from sign-up to payout, and the key figures sit below it.

2

The branch picker sets where you work

The Branch picker at the top of the sidebar shows your organization and the branch you're working in, such as Head Office. Choose All branches to read across the whole organization; anything that records money is still done inside one branch.

3

The sidebar holds the daily work

Contacts holds your borrowers and Loan Products your products. Operations runs from Loans through Repayments, Approvals, Analytics, Reconciliation, Finance and Reports to Complaints. Settings and Support are in your user menu at the bottom.

4

A badge shows where each loan is

On Loans, each loan's badge shows its stage: Draft while it's being written, Assessed after a field visit, Active once it's paid out, and Written Off if it can't be recovered. In between, a loan shows Pending while it waits for a checker and Approved once a checker approves it.

Practice

Try it in your training organization

  1. 1. Open your training organization and start on Home. Find the Outstanding Portfolio figure.
  2. 2. Scroll down to the Borrower Loan Funnel and the key figures below it.
  3. 3. Open the Branch picker, look at All branches and your branch (for example Head Office), then close it without changing anything.
  4. 4. In the sidebar, find Contacts and Loan Products, then go down Operations from Loans to Complaints.
  5. 5. Open the user menu and find Settings and Support, then close it.
  6. 6. Open Loans and read each loan's badge, such as Draft, Assessed, Active or Written Off, without opening a loan.

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