Workflows that match your process.
Your approval chain isn't ours. Design exactly how loans move from intake to disbursement — different rules per product, per branch, or per risk band.
Branching paths
Conditional routes — under N, auto-approve; above N, escalate to committee.
Per-stage owners
Each stage has a role or named owner; reassignment is one click away.
Document checklists
Block progression until required documents are uploaded and verified.
Sign-off rules
Dual sign-off, committee vote, or single approver — configured per product.
Event handlers
Trigger downstream actions — webhook, email, ledger post — when stages complete.
Versioned + audited
Workflow changes are versioned; in-flight loans keep the version they started under.
Build a workflow, three ways
- 01
Pick a template
Start from a proven template — consumer loan, SME term loan, MCA — and adapt.
- 02
Customise
Add, remove, or reorder stages; configure required documents and approvers per stage.
- 03
Activate
Publish the workflow; new applications immediately follow the updated path.
Your process. Encoded.
Stop bending your team to fit a vendor's flow. Design workflows that match how you actually lend.