Loan Performer meets your institution wherever you work — from the branch counter to a web browser to your clients' own devices.
Seamlessly connect to third‑party systems through our open API, taking your services far beyond the branch. Empower clients with account access and transactions via SMS and USSD, while capturing deposits, withdrawals, and repayments right at the point of sale — all automatically posted into the same General Ledger as your core system.
Log in from any browser — desktop, tablet, or mobile phone — to manage accounts, process transactions, and generate reports, all on the same live data as your desktop installation. Perfect for managers who need visibility across branches or staff working remotely, with no software required on the workstation. We invite you to take a test drive on our cloud demo server: Enter ‘LPF Financial Services Ltd’ as the institution. Enter ‘LPF1’ (or LPF2, LPF3 … up to LPF20) as the user. Enter ‘A’ as the password (same for all users).
The full-featured Windows client used daily for loan processing, savings management and detailed branch-level reporting.
Give your clients self-service access to check balances, view statements and track their loan repayment schedules online — reducing counter traffic while keeping members informed and engaged with their accounts around the clock.
Everything you need to run a Micro-finance Institution, Sacco or Credit Union from one system.
Combines basic client data with Shares, Savings and Loan transactions. Every entry is automatically posted to the General Ledger, alongside dedicated Assets and Debtors/Creditors modules, so you can produce full financial statements at the end of each day.
Handles individual clients, groups and businesses alike. Deposits and loans can be tracked at group level or at group-member level, making Loan Performer well suited to Solidarity lending, Village-Banking and Grameen-type lending.
Run it as a back-office application across many branches, or on the counter in a decentralized branch office. Branch data can be consolidated into a corporate database at Head Office for reporting, and transactions can be keyed in directly or batch-imported from external files.
Supports cash transactions, cheques, transfers to and from a client's savings account or the bank, and mobile money transactions. Define several cash accounts and link each cashier to their own, with a dedicated Cash module and a daily cash report for reconciling against physical cash.
Comes with a standard chart of accounts that can be modified, extended or replaced outright. Accounting data can be exported to third-party accounting software, and a full Audit Trail records who logged in and who posted which transactions.
Link an external Excel-based Planning Tool to generate monthly targets for key indicators, which Loan Performer compares against actual achievements in a monitoring report. Access to menu items is controlled across up to 11 configurable user levels.
Loan Performer is fully multilingual, available in English, French, Spanish, Portuguese, Arabic and Russian — including the Help files, Training Manual and Support, and even across users on the same network.
Loan Performer runs comfortably on modest hardware, whether on a single workstation or a shared server.
A closer look at what each Loan Performer module can do, from Shares and Savings to Loans and Accounting.
The Savings module works perfectly in a banking hall environment: the teller verifies the client's balance, enters a transaction and prints a receipt, making end-of-day cash reconciliation easy.
A full loan life-cycle engine — from application through disbursement, repayment, rescheduling and write-off — built to handle almost any repayment schedule a microfinance institution needs.
A full General Ledger with Assets, Debtors and Creditors modules, so every Shares, Savings and Loan transaction flows straight through to your books.