Run your institution from one studio.

A live overview of your institution on LitFin: applications in progress, active officers, module activity, and system health at a glance. Drill into any figure for full detail without leaving the dashboard.

First-time administrators are guided through a step-by-step wizard: organization profile, branding, first simulated loan product, officer accounts, and notification preferences. Every step validates configuration before moving forward so nothing is missed.

Four built-in roles, Super Admin, Product Manager, Officer Supervisor, and Analyst, each with granular permissions. Create custom roles when the defaults are not enough. Permissions cascade down the org chart so branch managers only see their territory.

Track practice approval rate, average review time, training throughput, officer utilisation, and learner satisfaction in a live KPI bar at the top of every Organization Studio page. Configure thresholds to highlight metrics that fall outside acceptable ranges.

Set your institution's legal name, trading name, registration number, contact details, and regulatory identifiers. This data populates learner-facing disclosures, email templates, and training reports automatically.

Upload your logo, select primary and accent colours, choose a font family, and position branding elements. The portal, emails, and PDF outputs all reflect your identity. Preview changes live before publishing.

Override default copy for welcome screens, practice-application instructions, practice rejection reasons, and sample approval letters. Maintain your institution's tone of voice across every learner touchpoint.

Add, edit, and deactivate branch locations with GPS coordinates, operating hours, and contact numbers. Practice applications are automatically routed to the nearest relevant branch. Learners see a map of your network during onboarding.

Create practice products visually: drag field blocks for amount range, tenor, interest rate, repayment schedule, and fees into a canvas. Reorder sections, toggle required versus optional, and preview the learner form in real time.

Define rules that automatically screen practice applications: minimum business age, annual revenue floor, industry whitelist or blacklist, geographic zones, and prior credit history. Learners who fall outside the criteria see a clear explanation and alternative product suggestions, so they learn how screening works.

Choose which documents our document AI checks (trade licence, financial statements, collateral valuations, and more) per product. Mark each as required or optional, set expiry policies, and configure AI validation rules that flag incomplete uploads, so practice cases mirror real requirements.

Add organization-specific questions, dropdown, text, number, date, file upload, with validation rules and help text. Save field sets as reusable templates so new practice products inherit your standard configuration instantly.

Invite officers by email or bulk-upload a CSV. Assign a role (Senior Officer, Junior Officer, Trainee) and fine-tune permissions: view-only, review, approve up to a limit, or full authority. Officers receive a branded onboarding email with login instructions.

Choose automatic round-robin distribution that balances practice-case workload across available officers, or switch to manual assignment for specific scenarios. Hybrid mode lets supervisors override auto-assignments before the officer is notified.

Tag officers with branches, regions, and product competencies. The routing engine matches incoming practice cases to the best-qualified officer based on location, product type, and current workload.

Weekly and on-demand reports: trending product demand, where applications stall, and seasonal patterns. Each observation names the specific thing in your own data that raised it, and what it would take to act on it.

The platform reads the chat conversations inside your institution to detect unmet needs: questions about topics your material does not yet cover, common confusion points, and feature requests. Demand signals are ranked by how often they appear.

See which Organization Studio features your team uses most, which are underused, and where officers spend the most time, so you can find the friction in your own internal workflows.

From the usage patterns in your own institution, the platform proposes specific changes: simplify a product's document checklist, adjust an eligibility threshold, or move officers between branches. Each proposal names the pattern it came from, and you decide.

Layered defence protecting your institution and customers: tenant isolation enforced at the database, field-level data encryption at rest with TLS in transit, strict role-based access with protection against forged and unsafe requests, and an audit trail that cannot be quietly changed. Content sent to an AI model is not redacted first, which is a deliberate choice explained on our data protection page.

Planned: a rules engine that watches for suspicious activity such as logins from impossible locations, rapid-fire attempts to break into accounts, attempts to gain access beyond a user's permissions, and unusual bulk downloads. This anomaly-detection layer is on our roadmap and is not live today.

Planned: when an anomaly is confirmed, the system would alert the security team and open an incident record with timeline, evidence, and remediation steps. This automated incident-response flow is on our roadmap and is not live today.

Audit logs are immutable and retained for the period you configure, giving your compliance team a clear, exportable record to review against your own obligations. LitFin holds no approval, licence or accreditation under any regulatory regime, and does not certify your compliance.

Planned: a dedicated admin view within Organization Studio showing active incidents and a control-readiness overview, with exportable reports for your compliance officer or external auditors. This security dashboard is on our roadmap and is not live today.

A visual funnel showing practice applications at every stage: started, submitted, in review, conditionally approved, fully approved, declined, and disbursement-ready. Click any stage to see the cases within it. Identify where learners stall by comparing stage-to-stage conversion rates.

Track approval rate, average case size, weighted interest rate, portfolio at risk, and product distribution over time. Slice by branch, officer, product, or region, and compare the current period to your own historical baselines.

See how cases are distributed across the team: how many are open at each desk, how long they have been open, and where the queue is building. This is a view of the work, not a ranking of people: LitFin calculates no overall figure about any individual.

Export data as CSV, Excel, or formatted PDF. Report templates follow the layouts your institution supplies, so your team works in the format it already files in. Schedule recurring exports delivered to email or SFTP.

The AI reads your own data and writes a management brief: what moved, where the queue is building, what to look at next, and what it could not read. It carries no forecast, because we do not hold one we could put an interval on.