Lead tracking for group lending, village banking and savings groups
Group lending starts with a meeting — whether it is a chama in Kenya, a VSLA in Uganda, a self-help or joint-liability group in India, or a village bank in Cambodia. mfileads lets officers capture every interested member at the meeting with one QR code, keep notes on group readiness, and move the whole group through the pipeline to training and disbursement.
Without mfileads
- Interest from group meetings recorded in notebooks
- No view of which groups are ready for training
- Follow-ups depend on one officer’s memory
With mfileads
- One QR code per meeting, every member captured with consent
- Notes and stages per lead, filtered by group name
- Team-wide follow-up reminders
The tools you will use most
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.
Learn more- 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
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.
Learn more- 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
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.
Learn more- 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
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.
Learn more- Territories on leads and on officers
- Officer leaderboard: leads added, contacted, converted
- Pipeline and conversion by territory
- Role-based access: owners, admins and agents
Other solutions
Microfinance institutions
Fill loan officers’ days with qualified borrowers.
SACCOs & credit unions
Recruit members through referrals, delegates and employers.
Digital lenders
Turn app installs and USSD sessions into compliant, scored leads.
Agricultural finance
Line up input-loan demand before the planting season.
Fintechs & vendors selling to MFIs
Run your MFI and SACCO sales pipeline in a CRM that speaks their language.
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