Sheet 02 / 04 — The Solution
One system, five stages,
no blind spots
Built around how this business already works on paper — not a generic CRM bent into the shape of lending.
PROJECT Ezila Capital — Systems Blueprint
SCOPE Origination → Closure
DATE Jun 2026 REV A
STAGE 01OriginationLead → needs discovery → proposal → offer accepted
STAGE 02ProcessingKYC, AML/CFT, documents, credit assessment, committee decision
STAGE 03ExecutionAgreement, attestation, compliance gate, disbursement
STAGE 04ControlPayments, reminders, collections, portfolio reporting
STAGE 05ClosureSettlement, release, statement, 7-year archival
01
Centralised command
One accountable Admin, full visibility across every loan at every stage — not five spreadsheets that disagree with each other.
02
Dual-channel intake
Staff key data in directly, or customers send documents through everyday messaging apps. An AI reading-assistant drafts the data — a human always confirms it before it becomes the official record.
03
Compliance gates that actually gate
KYC, AML/CFT, Director Fit & Proper, interest-rate ceiling — enforced at the point of action, not checked after the fact by whoever remembers to look.
04
Tamper-evident audit trail
Every approval, every edit, logged and timestamped — unchangeable, even by an administrator. The record defends itself.
05
Automated borrower communication
Reminders, statements, notices fire on schedule, every time — no one has to remember Day 14, Day 7, Day 3 manually.
06
Regulator-ready reporting
The loan register, the default report, the AML evidence — a query away, not a quarterly fire drill reconstructed from paper.
07
Role-scoped access
Relationship Managers, Credit, Compliance, Collections each see exactly their lane — separation of duties built in, not bolted on.
08
A document vault that doesn't lose things
Every KYC file and signed agreement, retrievable for the full statutory retention window — not in a folder someone might have renamed.