Operations

Operations holds the front-line lending screens: the application register, the origination pipeline, active loan book, disbursement processing and the credit committee. This is where loans are captured, appraised, approved and released.

This section covers:

• All Applications — All Applications is the master register of every loan record in the suite regardless of state, from draft applications to closed a
• Pipeline — The Pipeline is the kanban-driven origination board that tracks each application through its workflow stages so loan officers can
• Active Loans — Active Loans lists every disbursed account currently in repayment, forming the live outstanding loan book. Officers monitor runnin
• Disbursements — Disbursements records the release of approved loan funds and the channel used (bank transfer, cash, or M-Pesa B2C). Each disbursem
• Credit Committee — Credit Committee covers the approval governance layer - the committees themselves and their meetings - where loans above an office