Common questions about the platform and how it helps your institution manage savings, loans, treasury, and members.
SACCOs, microfinance institutions, cooperatives, and other financial institutions that offer savings, loans, and member services. You register your organisation, set up products and branches, then onboard members and staff. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Register your institution, add your currency and basic settings, then create savings and loan products. Invite staff, add branches if needed, and start onboarding members. Support and documentation are available to guide you. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Yes. The platform supports savings products (including fixed deposits and share capital), loan products with configurable rates and fees, disbursements, repayments, and tracking—all in one place with reporting and dashboards. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Access is role-based, and actions can be audited. You control who sees what. Use strong passwords and limit admin access. The system is designed to help you meet operational and regulatory requirements. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Yes. Members can log in to view balances, savings, loans, and transactions (depending on your setup). You control which features are available to members and can use invitations for onboarding. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Yes. You can add multiple branches and assign staff or managers per branch. Transactions and reports can be filtered by branch so you can monitor each location separately. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
You define loan products with interest rate type (flat or reducing), rate, period, and processing fees. The system calculates instalments, disbursement amounts, and schedules. You can set min/max amounts and tenures per product. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Yes. The platform includes treasury and liquidity views so you can see cash positions, inflows, outflows, and trends. This helps with liquidity planning and reporting. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
You create invitations (e.g. by branch), share a link with the member, and they complete registration. Once accepted, they can log in to the member portal. You control who is invited and which products they can access. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
The system provides dashboards and data that support reporting. You can export or use reports for internal and regulatory use. Exact formats depend on your setup; we recommend keeping records and backups as required by your regulator. Second : Facilis similique est alias, possimus expedita dolorum fugit mollitia, optio quo? Dignissimos beatae officia repellat maiores!
Savings products can have interest rates and posting periods. Fixed deposits with maturity dates are supported. You configure products to match your institution’s terms; the system helps track balances and interest.
Yes. There is an expense module with institutional categories (e.g. staff costs, office, loan loss provisions, technology). You record expenses by category and sub-category for better reporting and control.
Yes. There is an expense module with institutional categories (e.g. staff costs, office, loan loss provisions, technology). You record expenses by category and sub-category for better reporting and control.
The platform can enforce a lending ratio (e.g. loans vs. total assets or deposits) so you do not exceed your policy or regulatory limit when disbursing new loans. Thresholds are configurable per institution.
Staff can have roles such as super admin or branch manager. Permissions control what they can see and do (e.g. approve loans, post transactions, manage members). You assign roles when inviting or editing staff.
Use the in-app documentation and support options available to your institution. For setup, product configuration, and training, refer to your agreement or contact your account or support channel.