| Field Name | Field Type | Enabled | Required | Order |
|---|---|---|---|---|
| Select a form group from the left pane to edit fields | ||||
Welcome back, Admin
Here is what's happening with your loan portfolio today.
Recent Activities
View AllCustomers
Create Customer
Opportunities
View
Info
Photos
Products
Create Product
Basic Information
Loan Limits & Rates
Penalties & Configuration
| From Month | To Month | Grace Days | Action |
|---|---|---|---|
| No penalty grace periods configured | |||
Applications
Application Detail
Ownership & Follow-up Team Information
Photos
Photos
Valuation Report
* Bank/Mpesa Statements
Supplementary Documents (Optional)
Loan Application Form
Next of Kin
Guarantors
Branch Management
Manage branch offices, operational statuses, and staff configurations
| Branch Code | Branch Name | Location (P/C/D) | Detailed Address | Status | Created At | Actions |
|---|
Sales Team & Marketer Management
3-tier hierarchy: Branch -> Salesman -> Marketer multi-assignment
Branch Hierarchy
3 BranchesSales Managers
Marketers
Disbursement Center Maker/Checker Workflow
Manage payout requests, net principal validation, bank/gateway transactions, and schedule activation
Payment Orders & T+1 Recon Decoupled Payment Layer
Manage payment orders (loan_payment_order), offline entry review, and T+1 channel reconciliation
Repayment & Servicing Waterfall Allocation
Offline repayment entry, automated waterfall allocation (Fees -> Penalty -> Interest -> Principal)
Loan Adjustments Waivers & Reversals
Manage fee/penalty concessions, manual waivers, and financial transaction reversals
Loan ID: -
Waiver Audit Trail
Accounting Engine Double-Entry Bookkeeping
Generate double-entry vouchers (loan_accounting_voucher) from business transactions for SAP/Oracle GL integration
Standard Chart of Accounts (COA) & Mapping Rules
Portfolio Ledger Real-time Asset Snapshot
Real-time balance sheet insights: Outstanding Principal, Uncollected Interest & Accrued Penalties