Institution Staff Guide

Documentation for the team members who work at a lending institution using LoanTabs — admins, branch managers, loan officers, accountants, cashiers, and other staff roles. Covers the full staff workflow: signing in, borrowers, loans and approvals, payments, reports, accounting, team and branches, and the Admin configuration.

• 01Getting StartedSigning in, joining your institution, and finding your way around.
• 02Managing BorrowersAdding borrowers one at a time or in bulk, and keeping their records up to date.
• 03LoansCreating a loan, getting it approved, disbursing funds, and managing it afterward.
• 04PaymentsRecording repayments and printing receipts.
• 05ReportsEvery report, how dates and branches work, and the definitions behind the figures.
• 06Roles & PermissionsWhat each staff role can and can't do.
• 07Team ManagementAdding staff, granting login access, and managing status.
• 08BranchesCreating branches and switching between them.
• 09AccountingCash accounts, expenses, other income, and the general ledger: chart of accounts, journals, accruals and opening balances.
• 10Admin ConfigurationThe Admin control panel: loan products, fees, contract templates, permissions, day control, email and SMS notifications, webhooks, reporting policy, and data imports.
• 11BillingSubscription plans and payments.
• 12SettingsYour personal profile, the customer portal link, and where institution-wide settings moved.
• 13Group LendingGroups and their members, lending to a group, collecting repayments at the meeting, and the group reports.
• 14Using LoanTabs AIWhat the AI assistant can answer and do, how its confirmation cards work, who can use what, and its limits.
• 15SACCO WorkspaceWho has SACCO, the hub, setting up, and members.
• 16SACCO Savings and SharesProducts, accounts, deposits, withdrawals, transfers, reversals, fees, shares, dates and importing balances.
• 17SACCO Interest and DividendsPaying interest, tax, dormant accounts, and the yearly dividend.
• 18SACCO Loans Against Savings, Meetings and Membership FeesPledges and recovery, meetings, and membership fees.
• 19SACCO Reports, Roles, Settings and BooksThe reports, who can do what, settings, the accounts, and the customer portal.

New to LoanTabs? Start with what loan management software is, or read how the AI portfolio assistant works. Every guide links to the matching feature page and a longer explainer.