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An overview of the functionality in Mifos, a centralized open source web-based management information system (MIS) platform purpose-built for the microfinance industry.
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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?