mifos functionality overview

MIFOS CAPABILITIESOVERVIEW OF FUNCTIONALITY WITHIN MIFOS

MIFOS 1.2.2

UNLOCKING THE POTENTIALOF MICROFINANCE

Keep track of client activity, details, and loan performance.

Status & Key

Details

Account Activity

Account Details

Performance Tracking

Surveys

Track many of the same details as a client, but at the group level.

Manage and track all currently active loans.

Next Payment

Account Status

Transactional Record

Account History

Search and browsing capabilities

Search Browse

Returns results found among clients, groups and loans.

Client

Loan

Create multiple loan accounts with similar parameters in a center.

Change Loan

Amount

Select Loan

Purpose

Approve multiple loans pending approval across your center.

Select Multiple Loan

Accounts

Automatically finds and displays all loans with “Pending Approval”

state.

Rapidly enter collection sheet data for each center.

Pre-populated with amounts currently due

Fields that are changed (missed payments, absences, etc) are highlighted in red

A snapshot of transaction data that can be exported into your accounting system

GL Code associated with your

transaction

Double – entry log of transaction

How to make Mifos operate like your organization

Fit Mifos to your operations

Model your Office

hierarchy

Configure for your

organization

Define what data to collect

Create Loan Products

Fix errors after loan disbursal

Manage your custom reports

Create your own Surveys

Dynamically configure new loan products in your portfolio

Set Organizationa

l Details

Define Loan

Amount Ranges

Define Interest Rate

Rollout new loan products across branches with ease.

Define Fees

Define Payment Schedule Options

Set Grace Period

Select Source of

Funds Map to your GL

Define which loan products can be offered together

Change field labels and data, indicate required fields, remove extraneous fields, etc.

Customize Labels to your organization

Populate drop downs with your

data

Create your own

custom fields

Remove or make fields mandatory

Create powerful custom surveys to deepen client intimacy

Numerical Values

Multiple Choice

Answers

Single Choice Answers

Free Text

Create at client, group, account level

Leverage BIRT and Mifos’ detailed database to meet your own reporting needs.

Any data Mifos collects Clients, Groups or Loan details Surveys Custom Fields Payments and Transactions What users have or have not done

Limit by Roles Branches Users Dates

AAA Protocol

Who are you?

Granular control over roles and assigned tasks

Role

Permission

Define Roles & allocate permissions

User is limited to only viewing data within the Branch

Office #1As a Loan Officer, the user can only

view his or her clients

What have you been doing?