Microfinance
Branch, field and portfolio operations in one institutional book.
Manage high customer volumes across branches and loan cycles, with collections work that survives poor connectivity and portfolio performance visible at institution level.
Outcomes
What this looks like in operation
Multi-branch operations with branch-scoped users, roles and reporting
Arrears aging and portfolio-at-risk computed from ledger balances
KYC governed by an explicit state machine with assigned compliance tasks
Offline-capable field workflows that reconcile on reconnect
Capabilities activated
Only the modules this institution type needs
Customers
- Directory
- KYC workflow
- Document vault
- Relationships
Portfolio
- Loan book
- Collections
- Arrears aging
- PAR
Operations
- Branches
- Field collections
- Approvals
Workflow
End-to-end, with an audit trail at every step
Onboarding
KYC
Cycle
Loan product
Field visit
Collections
Posting
Repayment
Portfolio
Reporting