Conilstone Microfinance Onboarding

Private client onboarding

Microfinance applications, reviewed with control.

Applicants submit once. Operations can review, request documents, escalate to a manager, and keep a complete audit trail.

5Applicant steps

6Review controls

1Secure workflow

Step 1

Applicant details

Capture identity, contact details, and preferred branch.

In progress

Applicant full name

National ID or passport

Date of birth

Mobile number

Email address

Preferred branch

Residential address

Business or trading name

Business type

Sector

Years trading

Average monthly revenue

Employees

Business location

Requested amount

Term

Repayment cycle

Loan purpose

Collateral or guarantor available

Collateral Guarantor None

Guarantor name

Guarantor phone

Application documents

PDF, image, Word, or spreadsheet files. Keep each file under 8 MB and the total upload under 15 MB.

Add files

Document notes

Admin sign in

Enter the operations username and password.

Username

Password

Reference	Applicant	Loan	Status	Updated

Applicant tracking

See where your application is in review.

Use the reference number shown after submission. For privacy, the email must match the application.

Conilstone Microfinance

Microfinance applications, reviewed with control.

Applicant details

Loan Operations

Admin sign in

Application progress

See where your application is in review.

Additional documents

Manager approval