Dashboard

Live overview of Uplift Capital's loan portfolio.

Borrowers

Manage borrower records and loan history.

Borrower ID	Name	ID Number	Phone	Status	Actions

New Loan

Create a loan application, calculate terms and capture collateral.

Borrower Offer Date Principal Number of Repayments Loan Purpose Collateral / Security ItemsRecord the actual assets being held as security. Use one item per line. Notes

Not selected

Loans

Applications, approvals, schedules and documents.

Loan ID	Borrower	Principal	Term	Installment	Status	Actions

Payments

Post collections, generate receipts and manage controlled reversals.

Outstanding Repayments

Due	Loan	Borrower	#	Scheduled	Paid	Balance	Status	Days Late	Penalty	Action

Recent Payments

Payment ID	Date	Loan	Amount	Method	Reference	Recorded By	Status	Receipt / Actions

Daily Cash-Up

Reconcile collections by date, submit for verification and audit variances.

Cash-Up Date

Management Dashboard & Reports

Portfolio, collections, overdue, cashier and branch reporting with automatic branch scope.

From To Branch

Penalty Simulator

Simulate penalties without changing live data.

PrincipalInstallment AmountDays Late

Settings

Only Super Admin can change system rules and run production controls.

Audit Log

Trace system actions, financial corrections and administrative changes.

User EmailActionEntity IDBranch

Timestamp	User	Branch	Action	Entity	Entity ID	Details

User Management

Super Admin assigns one or more permissions to each user.

Permissions model

SUPER ADMIN CONTROL

A user may have multiple permissions, for example Manager + Cashier or Loan Officer + Manager + Cashier. Special permissions such as Self Approval, Payment Reversal and Cash-Up Reopen are separately granted.

Name	Email	Branch	Permissions	Status	Created	Actions

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