Loan Performer supports three major types of clients and they are managed under the following menus:
Transactions with businesses\institutions in Loan Performer are limited to savings only. If your organization practices lending to such clients, they should be entered as Individual clients or Group clients, depending on what you find appropriate.
Individual Client Data - Entry Form
Registration Number (5 Characters) ______________________
Account number (5 Characters) __________________________
Client's title (4 Characters) ______________________________
Client's First name (15 Characters) _______________________
Client's Surname (15 Characters) _________________________
Client’s Spouse name (15 Characters) _____________________
Client’s Identity Card Type ______________________________
and Number (30 Characters) _____________________________
Mail Address (PO Box, 20 Characters) ____________________
Mail Address (town/city, 20 Characters) __________________
Physical Address (20 Characters) _________________________
Graduated from Group Scheme (Yes/No) _________________
Residence (by district/county/sub-county/parish) _________
Distance from branch in Km (max 99) _____________________
Membership from (dd/mm/yy) __________________________
Occupation (20 Characters) ______________________________
Birthday (dd/mm/yy) __________________________________
Marital status (Single/ Married or cohabitating/ Divorced or separated/
Widow or widower/ Unknown) ____________________________
Literacy (Yes/No/Unknown) ______________________________
Speaks English (Yes/No/Unknown) ________________________
Other language spoken ____________________________________
Next of Kin ______________________________________________
Address of Next of Kin ____________________________________
Name of Co-account holder (first and family name, 25 Characters) ____
Identity Card of Co-account holder __________________________
and number (30 Characters) _________________________________
Number of Signatures needed to operate savings account ______
Membership ended on _____________________________________
Reason why membership ended (no limit to the field) _________
Group Client Data - Entry Form
Registration Number (5 Characters) _________________
Account number (5 Characters) _____________________
Name of the Group (40 Characters) __________________
Physical Address (20 Characters) ____________________
Residence (by district/county/sub-county/parish) ____
Distance from the branch in Km (max 99) ____________
Membership from (dd/mm/yy) ____________________
Mail Address (PO Box, 20 Characters) _______________
Mail Address (town/city, 20 Characters) _____________
Number of sub-groups (if any) _____________________
Number of Members of the Group __________________
List of Members of the Group ______________________
Name of the Chairperson (first and family name, 25 Characters) ____
Identity Card Chairperson __________________________
and Number (30 Characters) ________________________
Authorised to operate savings account (Yes/No) ______
Name of Secretary (first and family name, 25 Characters) ________
Identity Card Secretary ____________________________
and Number (30 Characters) ________________________
Authorised to operate savings account (Yes/No) ______
Name of Treasurer (first and family name, 25 Characters) ___
Identity Card Treasurer and Number (30 Characters) ___
Authorised to operate savings account (Yes/No) _______
Name of one Other Board member (first and family name, 25 Characters) ____
Identity Card Other Board Member and Number ( 30 Characters) ______
Authorised to operate savings account (Yes/No) _________
Number of signatures needed to operate savings account (max 3) ______
Membership ended on (dd/mm/yy) ____________________
Reason why membership ended (no limit to the field) _____
Business Client Data - Entry Form
Registration Number (5 Characters) __________________
Account number (5 Characters) ______________________
Business or Institution’s name (40 Characters) _________
Physical Address (20 Characters) ____________________
Location (by district/county/sub-county/parish) ______
Distance from branch in Km (max 99) ________________
Registered since (dd/mm/yy) ______________________
Mail Address (PO Box, 20 Characters) ________________
Mail Address (town/city, 20 Characters) ______________
Name of person 1 acting on behalf of … (first and family name, 25 Characters) ____
Identity Card person 1 and Number (30 Characters) ____
Authorized to operate savings account (Yes/No) _______
Name of person 2 acting on behalf of … (first and family name, 25 Characters) ____
Identity Card person 2 and Number (30 Characters) ____
Authorized to operate savings account (Yes/No) _______
Name of person 3 acting on behalf of … (first and family name, 25 Characters) _____
Identity Card person and Number (30 Characters) ______
Authorized to operate savings account (Yes/No) _______
Number of signatures needed to operate savings account (max 3) _______
Account closed on (dd/mm/yy) ______________________
Reason why (no limit to the field) _____________________
The Nº 1 Software for Microfinance