One pipeline from first hello to active member
mfileads connects the four jobs every growing MFI and SACCO does by hand today — capturing interest, deciding who to call, reaching out, and following up — and adds the consent records your regulator expects.
1. Capture
Forms, QR codes, field entry and imports — consent recorded.
2. Prioritise
An explainable 0–100 score tells officers who to call first.
3. Reach out
WhatsApp and SMS templates, only to people who opted in.
4. Convert
Pipeline stages, follow-ups and dashboards to active member.
Capture borrower leads with consent built in
Every lead in mfileads arrives with a record of how it was collected and whether the person agreed to hear from you. Share a branded capture form by link or QR code at market days, savings-group meetings and branch counters, let field officers add prospects from their phone, or import the lists you already hold — with the legal basis noted.
Explore consented lead capture- Branded capture form for your institution, shareable by link or printable QR code
- Explicit marketing-consent checkbox with the exact wording and time stored on the lead
- Mobile-first lead entry for field officers and branch staff
- CSV / Excel import with duplicate detection by phone number
- Source tracking: referral, field visit, event, walk-in, website, WhatsApp, import
Know which prospects to call first — and why
mfileads scores every lead from 0 to 100 using signals your own team records: how the lead came in, whether they consented, how clearly their need is defined, how recently and how often you have engaged them. Each score shows the factors that produced it, so loan officers trust it and managers can defend it.
Explore explainable lead scoring- 0–100 score on every lead, refreshed when anything about the lead changes
- Factor-by-factor breakdown on each lead — every point accounted for
- Adjustable weights per institution (e.g. value referrals higher)
- Never uses gender, age, religion, ethnicity or tribe
- Hot-lead list (score 70+) on the dashboard for daily prioritisation
Reach prospects on WhatsApp and SMS, the right way
Write message templates once — loan offers, savings invitations, meeting reminders — and send them personalised with the lead’s name and product. mfileads blocks messages to anyone without recorded consent or who has opted out, adds an opt-out link automatically, and logs every message on the lead’s timeline.
Explore whatsapp & sms outreach- Reusable templates with {name}, {product}, {institution} and {agent} placeholders
- One-tap WhatsApp: opens the chat with the message ready on the officer’s phone
- SMS through Africa’s Talking in Africa, with your own sender ID
- SMS through Twilio for Asia, the Americas, Europe and Oceania
- Automatic consent check and opt-out link on every message
A pipeline built for loan officers, not salespeople
Move each prospect through stages that match how MFIs and SACCOs actually work — New, Qualified, Engaged, Applied, Converted — on a drag-and-drop board. Set follow-up dates, assign leads to officers, and never lose a prospect between a market visit and a loan application.
Explore pipeline & follow-ups- Drag-and-drop Kanban board with stage totals and amounts
- Lead ownership per officer, with territory filters
- Follow-up dates and task list with overdue alerts
- Full timeline per lead: notes, calls, visits, messages, stage changes
- Lost reasons, so you learn why prospects do not convert
Turn your best members into your best channel
Referrals from existing members are the most trusted way SACCOs and MFIs grow. mfileads links every referred lead to the member or lead who referred them, scores referrals higher, and shows you a leaderboard of your top referrers so rewards go to the right people.
Explore member referral tracking- Link each lead to the person who referred them
- Referral leads score higher by default
- Top-referrer leaderboard and referral conversion rate
- Referral source shown on every lead and in exports
- Personal referral links per member Planned
Run field teams by territory
Define the territories your branches and field officers cover, tag leads and officers to them, and compare pipeline, conversion and follow-up discipline across territories. Managers see where growth is coming from and where coverage is thin.
Explore territories & field teams- Territories on leads and on officers
- Officer leaderboard: leads added, contacted, converted
- Pipeline and conversion by territory
- Role-based access: owners, admins and agents
- Map view of leads and catchment zones Planned
See what is actually growing your institution
The mfileads dashboard turns your pipeline into decisions: which sources produce members, which products prospects want, how fast leads move, and how much loan value is waiting in the pipeline. Built on your own data, updated as your team works.
Explore growth dashboards- Funnel from new lead to converted member, with conversion rates
- Pipeline value by product and stage
- Leads and conversion by source and by territory
- Officer performance and follow-up discipline
- CSV export of any lead list for your own analysis
Grow without breaking data-protection law
Direct-marketing rules in Kenya, Uganda, Nigeria, Ghana, South Africa and the EU all require consent and an easy way to opt out. mfileads makes compliance the default: consent recorded per lead, outreach blocked without it, opt-outs honoured instantly, and every lead’s data exportable or erasable on request.
Explore consent & data protection- Consent stored per lead with time, source and wording
- Outreach blocked automatically without consent or after opt-out
- Self-service opt-out link on every message
- Export a single lead’s data on request (access requests)
- Permanent deletion of a lead and their history (erasure requests)
Your next members are already asking about you.
Capture them with consent, call the right ones first, and watch them move to active members. Free for 14 days — no card needed.
- 14 days free
- No credit card
- Import your list in minutes
- Cancel any time