Welcome to MyMicroFinance
Get oriented in MyMicroFinance — what applicants and staff each see, how the dashboard works, and where every part of the loan origination journey lives.
MyMicroFinance runs your loan origination end to end — applicants apply in the app or over WhatsApp, staff review and decide, and settings shape what can be applied for. This article gives you the lie of the land.
Two Kinds of Users#
- Applicants (customers) apply for loans and track their applications.
- Staff carry Owner, Admin, or Employee roles and see the admin side — applicants, the review queue, WhatsApp channels, and settings.
The app adapts automatically: the same Dashboard link shows an applicant their own activity, and shows staff an organisation-wide origination overview.
Finding Your Way Around#
| Sidebar item | Who | What it's for |
|---|---|---|
| Dashboard | Everyone | Your at-a-glance overview. |
| My Applications | Applicants | Track submitted applications and fix document requests. |
| New Application | Applicants | Start the eight-step loan application wizard. |
| Applicants | Staff | The shared customer directory with saved profile defaults. |
| Review Queue | Staff | Assess applications and move them through statuses. |
| Staff | Inbox, Workflows, Templates, and Broadcasts. | |
| Settings | Staff | Team, employers, automations, API keys, and loan-product configuration. |
The search bar at the top finds applications and applicants by name, email, phone, or ID — results adapt to your role.
The Dashboard#
For applicants: your profile summary, counts of your applications and any that are in review or need document attention, your recent applications, and a "Next best action" card that tells you what to do next — usually Start application or fixing a flagged document.
For staff: the Origination overview — how many applicants and recent applications you're monitoring, counts for In review, Invalid docs, and Resolved, the latest review activity, and a Next best action card that deep-links into the review queue when applications need attention.
Applicants need a verified email address before starting an application. If yours isn't verified, buttons switch to "Verify email to apply" and point you to Settings → Security.
Where to Go Next#
Applying for a loan?
- What is a Loan Application? — the model, statuses, and what you'll need.
- Apply for a Loan — the wizard, step by step.
- Track Your Application — after you submit.
Running the back office?
- Review Loan Applications — the review queue and status transitions.
- Manage Applicants — the customer directory.
- Employers and Loan Products — limits, fees, and employer verification.
- Manage Team Members and Roles — staff access.
Setting up WhatsApp? Start with Connect Your WhatsApp Business Number, then explore the WhatsApp categories for workflows, templates, the inbox, and broadcasts.