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.
What you get
- 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
- Push “converted” leads into Zung core banking as new members On approval
“On approval” items are switched on for your institution by our team once the requirements (such as a provider account or licence) are in place. “Planned” items are on the roadmap and not yet available.
Stages that mirror your process
New leads are qualified by a call or visit, engaged with an offer, apply, and convert to active members. Lost leads keep their reason, so you can see whether you are losing on price, documents or timing.
Follow-ups that happen
Every lead can carry a next follow-up date. Officers start the day with “due today” and “overdue” lists; managers see who is falling behind before targets are missed.
Ready for core banking
mfileads is part of the Zung.ai ecosystem. For institutions on Zung, the connector — activated on approval — creates the member record in core banking the moment a lead converts, with no re-typing.
Used by
Microfinance institutions
Fill loan officers’ days with qualified borrowers.
Agricultural finance
Line up input-loan demand before the planting season.
Group lending & savings groups
Track groups and their members from first meeting to first loan.
Fintechs & vendors selling to MFIs
Run your MFI and SACCO sales pipeline in a CRM that speaks their language.
More of the platform
Consented lead capture
Forms, QR codes and field entry that record consent the moment a lead is born.
Explainable lead scoring
A 0–100 score per lead, with every point explained. No black box.
WhatsApp & SMS outreach
Personalised messages on the channels borrowers use — only to people who opted in.
Member referral tracking
Track which members bring in new members — and reward them fairly.
Territories & field teams
Split your market into territories, assign officers and compare performance.
Growth dashboards
Conversion, pipeline value, sources and officer performance — live.
Consent & data protection
Consent records, opt-outs, data export and deletion — ready for your regulator.
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