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Mifos Introduction

Mifos Introduction. February, 2010. Core Technology. Centralized Access data in real-time Web-Based Access Anywhere AAA Security Authentication – Who are you? Authorization – What can you do? Auditing – What did you do? Detailed Roles + Permissions

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Mifos Introduction

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  1. Mifos Introduction February, 2010

  2. Core Technology • Centralized • Access data in real-time • Web-Based • Access Anywhere • AAA Security • Authentication – Who are you? • Authorization – What can you do? • Auditing – What did you do? • Detailed Roles + Permissions • Loan Officer can only see their accounts • Users limited to seeing data below their assigned office

  3. Client Accounts • Supports centers, groups and individuals • Create, edit, approve, decline, close, and move accounts • Track performance • Loan Cycle (Aggregated and per product) • Attendance Record • Delinquent and Total Loan Portfolio • Amount of Last loan… and more • Add notes and surveys, and change meeting schedule • Assign Group and Center Roles • Apply and waive client fees (re-occurring, at account creation or one time)

  4. Loan Management • Create, edit, approve, decline, disburse, and close loan accounts • Apply fees before disbursement, during disbursement, during first payment, for every payment or at will during term of the loan. Apply penalties at will. • Apply payments, make adjustments, repay the rest of the loan and forgive interest • Apply Notes • Show Performance History (days in arrears, payment history), running balance, repayment schedule and transaction history • Limit Product Mix

  5. Savings Management • Create, edit, approve, decline, and close loan accounts • Make deposits, withdrawals, and adjustments • Add Notes • Show performance history (total deposits, total interest, …), view account activity, and transaction history

  6. Bulk Collection Sheet Entry • Pay by Center • Transactions for group and individual loans • Transactions for center, group and individual savings • Repayments • Disbursals • Deposits • Withdrawals • Attendance • Client Charges • Mode of payment • Receipt ID and Date

  7. Other Bulk Options • Bulk Approve loans • Create multiple loan accounts – Limited Detail • Select participants • Loan Amount • Defaults to default term length • Purpose of Loan

  8. Administration • Reverse and Re-do (reschedule) loans • Holiday Support • Create and manage fees, loan and client products • Manage staff accounts • Manage Office hierarchy • Create and Manage surveys • Manage funders

  9. Reporting & Admin Docs • Reporting • On-time, in real time • Control access at all levels of org • Multiple export formats (Excel, Word, PDF, etc) • Admin Docs • Attach a report to loans and savings detail pages, based on status of account • Loan – Partial Application, Application Pending Approval, Application Approved, Active in Good Standing, Loan Fully Paid, Written off Loan, Rescheduled Loan, Active in Bad Standing, Canceled, Customer Account Active, Customer Account Inactive • Savings – Partial Application, Application Pending Approval, Canceled, Active, Closed, Inactive

  10. Other Notes • Centers are auto-approved • Can blacklist clients • Search by first name, last name, and account id • Users can change some of their details • Import Transactions

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