Our simple and intuitive graphic user interface allows entry, viewing, editing and searching of various data. Information on Clients, Loan Request, Saving & Loan Products, Charges, System Users are all easily accessible.
symfo is designed to to capture and manage Individual, Group, Family and Corporate Clients based upon microfinance best-practices. The system allows entry and upload of all necessary information about your clients.
Producing quality reports and analysis for improved strategic/business planning and decision-making, our system generates preformatted reports expected by the banking regulatory body, standard reports such as number of clients, delinquent loans, active loans, OLB, PAR, trend analysis and others. etc.
symfo displays a dashboard which provides immediate viewing, monitoring and control over loan and other client transactions, near real time overview of distinct main office and branch performance as well as various alerts (day’s repayments, savings, loan request, late repayments etc.)
With symfo you can easily register loan requests and manage disbursement and re-imbursements with authorization levels. The system enables configuration of ‘Credit Committee’ loan appraisal checks that are automatically applied prior to any loan approval or disbursement.
With symfo Product Management Module you can instantly create and configure an unlimited and flexible number of Loan & Saving Products.
symfo comes with a fully integrated and ready to use Financial Accounting System. symfo can be configured to post journal entries automatically, such as transactions on loan accounts, saving accounts, interest revenue / expense and service charges.
User management features allow creation of system users, assignment of roles & permissions and assignment of users to a particular office department or branch. The system allows the definition of an office hierarchy (Head Office, Branch Office, Su-Area Office, Area Office...) and assignment of offices to the appropriate level.
symfo provides convenient online and mobile microfinance services to clients including deposit, withdrawal and transfer transactions. Clients can view information on their accounts and generate periodic statements.
