There are significant enhancements to the ‘Add Member’ page and the member import functionality, aimed at improving user experience and data management efficiency.
Some fields are mandatory, while others are optional and can be added later by the admin. The mandatory fields on the ‘Add Member’ page have a red asterisk, as shown below.
Overview The STK Push functionality ensures a smoother loan repayment and savings contribution process. Clients will now receive a prompt to enter their mobile money wallet password upon initiating a payment. Once confirmed, the payment is securely processed, deducting the amount directly from the client’s wallet and crediting it to the SACCO/MFI account. This functionality…
Members can now borrow the same loan product multiple times. This feature allows greater flexibility in loan management and accessibility. This enhancement improves member financing options and streamlines loan processing. To enjoy this feature, the admins are required to edit the Credit Product Policy and enable its functionality Steps 5. The final step is to approve…
Overview Administrators now have the ability to maintain version control for credit product policies, ensuring that unapproved modifications do not affect active loan products. This feature provides a reliable way to track and manage policy changes, enhancing transparency and control. By implementing version control, administrators can streamline policy updates and approvals, ensuring a systematic and…
COUNTRY USSD CODES KENYA *789*103# UGANDA *185*7*3*3# TANZANIA *149 * 46 * 19# Each country has its own USSD as indicated above. To apply for a quick loan, a member is required to set a Pin. The OTP is sent to the member by the Admin as indicated below. Once the member has set and…
The import tool has been upgraded to support additional data fields specific to members, enhancing profile accuracy and streamlining data management. These updates ensure more comprehensive member records, improving financial tracking and operational efficiency. New Data Fields Added ✅ National ID: Captures the member’s official identification number.✅ Occupation/Business Type: Records the member’s profession or type…
This feature allows eligible members to apply for and receive loans instantly, providing fast and convenient access to funds. The admin can amend an existing loan policy to a quick loan or set up an entirely new loan with a chosen name. Popular names are Mobile loan, Instant loan, Chap chap among others. The convenience…