Platform Guides

Master Every Portal

Step by step through each LitFin portal: the borrower-lens practice run, the officer's case workspace, and the administrator's studio.

Every portalWhat each one doesStep by step

Choose Your Guide

Each guide covers a different portal with detailed walkthroughs tailored to your role.

01For Credit Officers & Trainees

Borrower-Lens Practice Guide

How a credit officer trains by stepping into the borrower lens: signed in as the officer, you walk the practice application stepper end to end to see a case from the applicant's side. AI guidance on every step, voice interaction, and explainable feedback. A training exercise, never a real application.

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What's covered
  • 1Start a practice run from the officer surface
  • 2Walk the intake and appraisal stepper
  • 3AI guidance and field-by-field coaching
  • 4Attach example documents for practice
  • 5Voice interaction in Swahili and English
  • 6Review explainable AI feedback on the run
  • 7No real lending, no real submission
02For Credit & Finance Officers

Officer Portal Guide

How an officer works a case in LitFin: reading the file with AI analysis beside them, verifying documents with the document AI, and recording a decision with the reasoning attached.

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What's covered
  • 1AI-powered case management & pre-analysis
  • 2In-depth desktop review with AI credit analysis
  • 3Contradiction detection across documents
  • 4Document verification with our document AI
  • 5The Five Cs, with the evidence under each
  • 6Borrower communication and information requests
  • 7Exposure and KYC checks, and the audit trail
03For Organization Administrators

Organization Studio Guide

Configure your institution in LitFin. Set up loan products, manage officer accounts and routing, surface platform intelligence, and read the analytics.

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What's covered
  • 1Product configuration with drag-and-drop
  • 2Platform intelligence & AI insight reports
  • 3Eligibility criteria and document requirements
  • 4Officer accounts, roles & auto-routing
  • 5Layered security controls
  • 6Analytics & reporting dashboard
  • 7White-label branding & branch network

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