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

1. MIFOS CAPABILITIES OVERVIEW OF FUNCTIONALITY WITHIN MIFOS MIFOS 1.2.2 UNLOCKING THE POTENTIAL OF MICROFINANCE

3. Keep track of client activity, details, and loan performance. Surveys Status & Key Details Account Activity Account Details Performance Tracking

4. Track many of the same details as a client, but at the group level.

5. Manage and track all currently active loans. Next Payment Account Status Transactional Record Account History

7. Search and browsing capabilities Search Browse

8. Returns results found among clients, groups and loans. Client Loan

9. Create multiple loan accounts with similar parameters in a center. Change Loan Amount Select Loan Purpose

10. Approve multiple loans pending approval across your center. Select Multiple Loan Accounts Automatically finds and displays all loans with “Pending Approval” state.

11. 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

12. A snapshot of transaction data that can be exported into your accounting system GL Code associated with your transaction Double – entry log of transaction

14. 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

15. Dynamically configure new loan products in your portfolio Define Interest Rate Set Organizational Details Define Loan Amount Ranges

16. Rollout new loan products across branches with ease. Set Grace Period Select Source of Funds Map to your GL Define Fees Define Payment Schedule Options

17. Define which loan products can be offered together

19. 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

20. Create powerful custom surveys to deepen client intimacy Numerical Values Multiple Choice Answers Single Choice Answers Free Text Create at client, group, account level

21. Leverage BIRT and Mifos’ detailed database to meet your own reporting needs.

24. Who are you?

25. Granular control over roles and assigned tasks Role Permission

26. Define Roles & allocate permissions User is limited to only viewing data within the Branch Office #1 As a Loan Officer, the user can only view his or her clients

27. What have you been doing?