Lead management for microfinance institutions
MFIs grow loan by loan, through officers in markets and on motorbikes. mfileads gives every officer a prioritised list of consented prospects, a pipeline from first visit to disbursement, and managers a live view of which branches, products and sources are working.
Without mfileads
- Prospects collected on paper and lost before follow-up
- Officers spend days on cold visits with low conversion
- No idea which marketing actually produced borrowers
- Fear of data-protection complaints from SMS campaigns
With mfileads
- Every prospect captured with consent and source
- Daily hot-lead and follow-up lists per officer
- Conversion and pipeline value by branch and product
- Outreach that blocks unconsented contacts automatically
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
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.
Learn more- 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
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
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
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.
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.
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