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Getting Started
To begin using the System, open your Chrome browser and visit: https://app.loanlytix.com
For the best experience, install the web app on your device. On Chrome, you can do this by clicking the browser menu (three dots), then selecting “Install App”. This enables quicker access and a native feel similar to mobile apps.
Screenshot: install webapp
This comprehensive guide will assist you in navigating the platform’s features including registration, login, role management, and penalty setup. Follow each step carefully to ensure correct configuration and usage.
1. Register
Before accessing the platform’s features, every user is required to register an account. This step is essential for identity verification, secure authentication, and role assignment based on your responsibilities.
Registration is carried out on the login screen via the Create Account option, allowing new users to submit their details for approval. Please note that this platform does not support direct registration through external services such as Kinde.
There are two ways to obtain an account:
Admin Registration: In this method, an administrator manually creates your account by entering your personal information and assigning the appropriate user role. This is often used for staff or privileged users who require immediate access without going through the self-registration process.
Screenshot: Start page
Self Registration: If you do not have an existing account, you can create one yourself by selecting the Create Account link on the login page. After submitting your registration details, your account will be set to a pending approval status until it is reviewed and authorized by an administrator.
Screenshot: Self registration on login page
Self Registration: If you do not have an existing account, you can create one yourself by selecting the Create Account link on the login page. After submitting your registration details, your account will be set to a pending approval status until it is reviewed and authorized by an administrator.
Screenshot: Self registration on login page
Important: Until your account is approved by an administrator, you will not be able to log in or access any platform features.
2. Login
After your account has been approved, you will be able to log in using the credentials you set during registration. The system authenticates your identity and grants access based on your assigned role and permissions.
Upon successful login, you will be redirected to your personalized dashboard where you can manage loans, view notifications, and adjust your settings.
Screenshot: loging in with your credentials
3. The Dashboard
Note: This is the first screen you will see after logging in. It provides access to key configurations and gives a high-level overview of the platforms loan management activity.
The dashboard acts as your control center. From here, you can monitor system stats, track loan statuses, and navigate to essential features such as client management, loan setup, and reporting tools. It’s designed for clarity and efficiency to help you manage everything at a glance.
Screenshot: Dashboard overview
4. Set Penalty Percentage
Setting the penalty percentage is a critical configuration step before initiating any loan transactions. This percentage determines the rate at which penalties are applied to late or missed repayments, helping enforce timely loan servicing.
For example, if the penalty percentage is set to 5%, then any overdue payments will incur an additional 5% charge on the outstanding amount, calculated daily or monthly depending on platform settings.
Screenshot: penalty rate settigs
Note: This penalty rate applies globally and affects all loans created following this configuration.