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Check-off lending · loan origination

Check-off lending,
end to end.

Originate payroll-deduction loans from pre-sale calculator to disbursement — payslip-accurate affordability, a 13-stage role-based workflow, embedded IPRS, CRB, KRA and AML checks, and maker-checker booking. One platform for banks, microfinance banks and SACCOs.

Payslip-accurateMaker-checkerImmutable auditAzure or on-prem
wpb · pre-sale calculatorDSE
Affordability check
48 mo · 14.0%
Gross salaryKES 145,000
Statutory + other deductionsKES 54,700
Minimum take-home (policy)KES 50,000
Max eligible loan
KES 1,474,600
Affordable
Max instalment
KES 40,300
Take-home after
KES 50,000
13
Workflow stages
Role-based, with decision gates and SLA timers
8
External integrations
Finacle, IPRS, CRB, KRA, Comply Advantage, IPPD
10
RBAC roles
Scoped per stage; maker-checker enforced in the database
11
Microservices
.NET 9, deployed independently, cloud or on-prem
The workspace

From a quote to a disbursed loan, in one console.

Every role works in the same portal — sales executives quote and capture, credit analysts assess, approvers sign off, and credit admin books and disburses. Click through the real surfaces the team uses each day.

portal.workplace-banking/dashboard
Home/Dashboard
Creo SACCO
Good to see you, Amani.
Ready to originate a new loan? Here's your pipeline across the workflow.
New applicationCalculator
Work queues
24
Pending
Awaiting initial review
41
In progress
Currently being processed
13
Awaiting documents
Requested from applicant
7
Ready for approval
Pending final sign-off
Recent activityDecisions across your applications
Audit log →
Recommended to credit approval
Credit Analyst
WPB-04471
Returned for missing payslip
SCCA
WPB-04468
Disbursed via RTGS
Credit Admin
WPB-04455
Application captured
Direct Sales Executive
WPB-04472
Shortcuts
Most-used tools for your role
New application
Pre-sale calculator
All applications
My queue
Capabilities

Eleven services, one origination platform.

Each capability is an independently deployable service — affordability, workflow and compliance are built in, not bolted on.

Loan calculators

Forward, reverse and affordability calculators with a minimum take-home rule — accurate quotes before an application exists.

Application lifecycle

Applicant, contact, employment and loan details, buy-off capture, OTP verification and reference-number generation.

Workflow engine

The 13-stage engine with role-based stage transitions, decision recording, standard decline and return reasons, and queues.

Compliance engine

IPRS, CRB, KRA and Comply Advantage checks plus a business-rules engine — PEP, take-home, retirement age and debt-income.

Disbursement & booking

Finacle booking, maker-checker dual approval, full/partial/final disbursement, RTGS and bankers cheque, fee recovery.

Documents

Upload and verification with MinIO or Azure Blob abstraction, and check-off authorization form generation.

SLA monitoring

Per-stage time limits, breach detection and turnaround reporting — average, min and max by stage.

Audit trail

Every action recorded immutably — a database trigger blocks any update or delete. Your defence and reconciliation in one.

Notifications

Template-driven email and SMS on workflow events — submitted, approved, declined, returned and disbursed.

The workflow

Thirteen stages. Real decision gates. Every hand-off owned.

An application moves through a role-based workflow with SLA timers at each step. After credit approval, new loans and top-ups take the check-off booking path; buy-offs go through clearance first. Nothing advances without the right role acting.

Capture → decision · stages 1–7
1
Pre-sale calculation
DSE
2
Customer application
DSE
3
Document collection
DSE
4
Application review
Sales Manager
5
Document verification
SCCA
6
Credit analysis
Credit Analyst
7
Credit approval
Credit Approver
Credit approval splits the path
New loans & top-ups
Straight to check-off booking, then disbursement.
8
Check-off booking
SLAD
9
Loan booking
Credit Admin · maker-checker
11
Disbursement
Credit Admin · maker-checker
12
Post-disbursement
Credit Admin
99
Completed
Closed
Buy-offs
Cleared with the existing financier before booking.
9
Loan booking
Credit Admin · maker-checker
10
Buy-off clearance
SCCA
11
Disbursement
Credit Admin · maker-checker
99
Completed
Closed
Ten roles, scoped by RBAC
DSESales ManagerSCCACredit AnalystCredit ApproverSLADCredit Admin InputterCredit Admin VerifierSystem AdminAuditor
Integrations

Wired into the systems origination depends on.

Eight external integrations, each behind an adapter with retry, circuit-breaker and a 24-hour result cache — so a slow bureau never stalls the queue.

Finacle
Core banking — CIF, accounts, loan booking and disbursement.
IPRS
National ID verification against the population register.
CRB
Credit reference bureau checks and scoring.
KRA
Tax PIN verification for the applicant.
Comply Advantage
AML, PEP and sanctions screening.
IPPD
Government payroll deduction verification.
DMS
Document management workflow integration.
RTGS
Inter-bank fund transfers for disbursement.
Maker-checker dual control
Loan booking and disbursement need two people — an inputter and a verifier. A database constraint guarantees they are never the same user.
SLA monitoring & TAT
Per-stage time limits from 4 to 48 hours, automatic breach detection, and turnaround reporting by stage so nothing stalls silently.
Immutable audit trail
Every workflow event is logged automatically off the message bus, into a table where a trigger blocks any update or delete.
Deployment

One codebase. Three ways to run it.

Built on .NET 9 microservices with environment abstraction — the same binary runs on your own Kubernetes, directly on Azure, or one-click from the Azure Marketplace. Regulators, infrastructure and risk appetite differ; your software shouldn't force the choice.

On-prem Kubernetes
Run entirely in your own data centre with open-source infrastructure.
RabbitMQ messaging
MinIO object storage
Keycloak / LDAP identity
PostgreSQL 16 + Prometheus
Azure cloud
Deploy managed Azure services directly with Bicep.
Azure Function Apps
Service Bus + Blob Storage
Entra ID / MSAL
Application Insights
Azure Marketplace
A transactable managed application, deployed to your own subscription.
One-click deployment wizard
Configuration + networking steps
Publisher support access
Per-bank subscription
.NET 9
Isolated-worker Azure Functions
Next.js 14
App Router portal with a BFF proxy
42
PostgreSQL tables, trigger-protected audit
100%
Feature parity, cloud and on-prem

See check-off origination run on your own schemes.

Book a walkthrough of the calculators, the 13-stage workflow, the embedded compliance checks, and maker-checker disbursement.