Smart Rafiki guides

The golden path: from lender setup to repayment

These videos walk the whole journey once: the lender's setup, a customer's application and the credit decision, shopping, delivery, the plan going live, repayment, and finally dealer payouts and lender reports. The last video covers one exception: a failed identity check. Watch them in order the first time.

18 videos · 34:55 · last updated 2026-11-09

Part 1 Setting up

Videos 1–5 · 12:47

  1. 012:57

    Platform overview: portals, orders and credit

    A tour of the portals, how orders move, and where credit fits.

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  2. 024:04

    Onboarding a lender and setting up its scorecard

    A lender is added, and its scorecard is set up and tried in the simulator.

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  3. 033:46

    Onboarding an employer in the console

    An employer is added to the console.

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  4. 040:29

    Approvals and email alerts

    How an approval is given, and the email alerts that go with it.

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  5. 051:31

    Running the simulator with a real employer

    The simulator run against a real employer's setup.

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Part 2 The customer applies and credit decides

Videos 6–11 · 11:10

  1. 06GP 01 3:03

    Customer pre-qualification

    A customer checks whether they qualify.

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  2. 07GP 02 0:27

    Manual credit score: waiting for the decision

    What the customer sees while their credit score is checked by hand.

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  3. 081:43

    Manual credit checks and customer alerts

    A credit check done by hand, and the alerts the customer receives.

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  4. 091:26

    Tracking credit approval and the customer's journey

    Following a customer from credit approval onwards.

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  5. 10GP 03 3:30

    Limit, shopping and plan

    The customer sees their limit, shops, and chooses a plan.

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  6. 111:01

    Tracking applications and repayments

    Where customer applications and repayments are followed.

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Part 3 Delivery, plan live, repayment

Videos 12–14 · 6:02

  1. 124:04

    How dealers fulfil financed orders online

    A dealer takes a financed order through to fulfilment online.

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  2. 13GP 04 0:35

    Plan activated

    The customer's plan goes live.

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  3. 14GP 05 1:23

    Repayment

    The customer makes a repayment.

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Part 4 Dealer payouts and lender reports

Videos 15–17 · 4:00

  1. 152:01

    Tracking dealer payouts and reports

    How payouts to dealers are tracked and reported.

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  2. 161:26

    Inviting lender staff and giving report access

    An admin invites the lender's staff and gives them access to reports.

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  3. 170:33

    Viewing and downloading lender reports

    The lender's standard reports, and how to download them.

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Part 5 When an identity check fails

Video 18 · 0:56

  1. 18Exception 0:56

    Reviewing a failed identity check

    What an admin does when a customer's identity check fails.

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