Adili Documentation
Microfinance dashboard guides for daily operations, analytics, and branch setup.
Adili Docs cover the microfinance branch dashboard — the screens operators use every day to register borrowers, define loan products, create loans, disburse funds, collect repayments, and review portfolio performance.
Start here
Getting Started
Confirm access, branch context, and minimum setup before working in the dashboard.
Loan Lifecycle
Understand how a loan moves through the system from creation to repayment.
First-Day Tutorial
A guided walkthrough of your first day as a branch operator.
Dashboard Overview
Learn how to navigate the branch dashboard and understand each section.
What this set covers
Borrowers
Register borrowers, view profiles, and manage borrower records.
Loan Products
Create and manage loan products with custom pricing and repayment rules.
Loans
Create, approve, and disburse loans, and track loan status.
Repayments
Record repayments and monitor collection activity.
Analytics
Review disbursements, collections, overdue loans, and branch performance.
Settings
Configure general settings, loan defaults, team access, and approvals.
Recommended reading order
- Read Getting Started and First Login.
- Review Dashboard Overview and Navigation Guide.
- Move through Loan Lifecycle.
- Use the operations guides for the exact task you are performing.
- Use the tutorials when you want to rehearse an end-to-end branch workflow.
Working assumptions in these guides
- Organization:
mocrofinance - Branch:
Head Office - Currency:
TZS - Tutorial borrower:
Juma Khamis - Tutorial loan product:
BWCL-2603
Use these values if you want your local walkthrough to match the screenshots and short videos.