Microfinance Loan Application Workflow

Structured approach to personal and business lending

Secure digital onboarding with controlled review stages, applicant query handling, manager approval and a clear audit trail.

Client onboarding

Tell us what type of finance you need.

The form adapts after the first selection so the review team receives the right information.

Step 1

Applicant details

Capture identity, contact details, and preferred branch.

In progress

Application type

Applicant full name

National ID or passport

Date of birth

Mobile number

Email address

Preferred branch

Other branch

Residential address

Business or trading name

Business type

Other business type

Sector

Other sector

Years trading

Average monthly revenue

Employees

Business location

Requested amount

Term

Repayment cycle

Loan purpose

Collateral or guarantor available

Guarantor name

Guarantor phone

Collateral type

Estimated collateral value

Application documents

Use Add files to attach ID, statements, payslips, invoices, or other supporting documents. Accepted: PDF, image, Word, or spreadsheet files. Keep each file under 8 MB and total uploads under 15 MB.

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. Query response links load this page automatically.

Microfinance Loan Application Workflow

Structured approach to personal and business lending

Loan application

Tell us what type of finance you need.

Applicant details

Loan Operations

Admin sign in

Application progress

See where your application is in review.

Query response

Manager approval