Loan Administration
Review applications, manage applicants, and configure loan products, employers, and automations.
Review Loan Applications
Work the review queue as a staff member — assess applications, move them through statuses with guided confirmations, and send invalid documents back for replacement with recorded reasons.
4 min readManage Applicants
Keep your applicant directory in order — search applicant records, capture new applicants with full profile defaults, import in bulk, and start applications on an applicant's behalf.
3 min readEmployers and Loan Products
Configure what applicants can apply for — pre-verified employers, loan amount and term limits, application gates with custom messages, and the fee structures each loan carries.
3 min readAutomate Loan Agreements
Generate loan agreements from your own .docx templates — upload a template with placeholders, map each token to an application field, and produce a completed document from any application review page.
3 min readManage Team Members and Roles
Add staff to your MyMicroFinance workspace, assign Owner, Admin, and Employee roles, and understand exactly what applicants can and cannot see.
3 min read