Customer profiles & KYC records
Create and maintain customer profiles with personal details, identification and KYC documents, next of kin, referees and guarantors in a single shared record.
Customer onboarding
Know your customers from the very first interaction.
Capture customer details, verification documents and affordability information in one structured onboarding workflow so every lending decision starts from a complete, reviewable record.
The work, connected
A clear, auditable customer profile ready for assessment and approval.
Affordability assessment
Record income, obligations and affordability checks before progressing a request, with approval workflows for assessments and changes.
Verification & staged approvals
Move customers through verification and approval steps with defined responsibilities, so teams know what is complete and what needs review.
Tasks, notes & follow-up
Keep follow-up tasks, interaction notes and promises to pay linked to the customer, giving officers full context for every conversation.
Part of something bigger
Keep your whole operation connected.
Loan management
Run applications, multi-stage approvals, disbursements, schedules and account changes in one lending workflow — replacing disconnected spreadsheets with a consistent process.
Explore modulePayments & integrations
Integrate M-Pesa (C2B, B2C, B2B) and bank payments so disbursements, collections and transfers are initiated, received and reconciled against the right customers and accounts.
Explore moduleCollections & recovery
Organise arrears, follow-ups and recovery work into structured queues so collectors know which accounts need attention, what was promised and what to do next.
Explore moduleLet’s move forward
Your next chapter of lending starts here.
See how Kredicore brings your people, payments and portfolio together.