Featured project · Client case study
Small Loan Management System
A web-based system for the Micro Loan Department of The Advisory Hub. It covers the whole lending process in one secure place, from registering a borrower to recording the last repayment.
One workflow, six clear stages
Every loan follows the same path, so staff always know what comes next and managers can see where each loan is.
- 1ClientRegister the borrower
- 2ApplicationCapture the loan request
- 3AssessmentReview eligibility
- 4ApprovalApprove, return or reject
- 5DisbursementRelease the funds
- 6RepaymentTrack every installment
What we delivered
- Live portfolio dashboard. Total clients, pending approvals, loans ready to disburse, active loans and overdue amounts at a glance.
- Clickable loan pipeline. Draft, pending approval, returned, approved, active, closed and rejected. Click a stage to see its loans.
- Approval workflow. Loans go to designated approvers, who can approve, return or reject them before any money is released.
- Repayments & arrears. Record repayments, see what was collected today, and monitor loans that are in arrears.
- Reports. Loan register, collections and arrears reports for management.
- Roles & permissions. Each user only sees the tools for their role. Administrators manage accounts, roles and approvers.
- Configurable settings. Loan products, interest rates and terms are kept in editable lists, with no code changes needed.
- Accountability & support. An activity log, a system health page, a built-in user guide, and automatic sign-out after 30 minutes of inactivity.