Involves Client and Members Registration, bio data information management with reports. Once a member exits the admin able to archive them and get a report on the same.
Savings and Deposits
Monitors members deposits and savings accounts, all transactions history for deposits/withdrawals.
Loans Processing
From Loan application=> Loan Approval=> Loan disbursements=> Loan amortization schedule and Repayments with reports.
Guarantorship
guarantorship module ensures loan security. Members can freely request for loan guarantee. Guarantors are able to approve the request, edit amount requested or reject.
Shares and Dividends
Handles all transactions involving share purchase, transfer, value changes and dividends with associated reports
Bulk SMS and Emails
Broadcasting SMS and emails to members and customers in the event of a transaction or a meeting etc
Processing Module
Bulk billing for contributions and loans payments. Processing and check off with reports.
Financial Reporting
Visual representation of various Financial and Operational reports on information contained in the system
Minutes & Meetings
This Module helps to keep track of Sacco meetings as well and also enables administrators to send notification to the members of scheduled meetings and agenda of the meeting.
Help Desk Support
the help desk and Issue Tracking module, members are able to raise concerns and will be delivered to the admin who will either solve the issue or escalate to the person responsible to handle the issue.
F.O.S.A
Manages Front office operations involving customers their accounts, standing orders and associated statements
Financials
Handles all financial transactions from journal entries, approval, Chart of accounts etc with Reports
System admin
Create System users, Assign roles, audit trail and database backup. Used in monitoring security level
Master Data
System configuration and Master data settings. E.g. Interest rates, penalty frequencies etc.