Which requests need a decision?
Read the applications under review with their owners and revisions.
- Micro-finance System
- Reports and operating questions
Reports for the questions your team asks
Trace application status, collection outcomes and repayment exceptions.
Overview×
Micro-finance System · Overview
Micro-finance System dashboard
This quarter
Group collection runs in view
6Total revision
3,180Draft
2Submitted
1Loan applications by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 48 | ||
| Under Review | 19 | 40% | |
| Approved | 4 | 21% | |
| Submitted | 1 | 25% |
Loan applications by status
Sample counts per stage
Questions to answer
Which instructions await the provider?
Compare submitted and pending applications with their instruction identities.
Which collection runs need attention?
Read submitted runs by collector, parent application and amount.
Which repayments need investigation?
Review unmatched events and exceptions beside their account and received date.
Which actions need verification?
Inspect open operation receipts and their claimed effect references.
More reports
Application pipeline List
Group loan applications by Status and sum requested principal USD for each Organization.
Borrower eligibility register List
Show active Borrowers and their eligibility note by Organization.
Credit decision history Grouped
Read each loan applications record with its review decisions, source revision, Decision and decided at.
Provider outcome register List
Compare submitted at, Status and provider instruction ID for submitted loan applications.
Collection run outcomes List
Compare Status and collected USD by Collector and Organization.
Repayment exceptions List
Show Repayments with State, received USD, received at and loan account.
Account positions Grouped
Read each loan accounts record with its dated repayment schedules and ledger USD.
Operation exceptions List
Show operation receipts by result state, Action and failure reason.
Set up Micro-finance System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.