Loan Tracking Software

[Community Development Banking List]

Original message from: verkoyen@imul.com

Dear Michael
We are producers of Loan Performer micro-finance software. I send you some
general information about our product and our work.
Functionality
Loan Performer has the following modules:
- Clients (Individuals, Groups with Groups Members, Businesses)
- Shares
- Savings (with Time-Deposits)
- Loans (individual lending, group lending, Grameen lending)
- Accounting (with Assets and Debtors/Creditors)
All these modules are tightly integrated and you can:
- pay/sell shares from/to the savings account,
- buy Time-Deposits as a transfer from the savings account, receive monthly
interest on the savings account, withdraw the Time-Deposit as a deposit to
the savings account,
- disburse loans to the savings account and repay (automatically) from the
savings account, All these transactions automatically update the general
ledger accounts and at the end of the day, you can print the Trial Balance
and Balance Sheet.
For all these transactions Loan Performer can print receipts. You can choose
between different receipt formats. You can log the printing of receipts, so
that you can reprint receipts later on if necessary. You can generate loan
contracts where you can create the contract in Word and do a kind of mail
merge from Loan Performer to create the contract. You can even create
separate contracts for guarantors or for the collateral.
Loan Performer has some 200 different reports. Reports can be filtered
according to a whole set of criteria, in fact you can filter on any item of
the underlying cursor. Reports can be exported to Excel, DBF or PDF files.
The user has a whole set of formats to choose from and the order or grouping
can be set as required. In fact the reporting facilities of Loan Performer
are so strong that there is hardly a user who works with a report generator
(although this is possible).
Loan Performer comes standard in 4 languages (English, French, Spanish and
Russian) and in a network environment one person can work in English while
another works in Spanish without interfering each other. Also the Help file
and training and implementations are in different languages. In fact each
label can be customized by the user.
Pricing
For organizations up to 500 clients/loans, Loan Performer is free of charge.

A single user, one branch license is only USD 900 plus 20% annual fees. We
charge an annual fee for free updates and email/phone/fax/FTP support.
A 5-user, one branch license is USD 1,600 plus 20% annual fees.
A 12-user, one branch license is USD 2,200 plus 20% annual fees.
A 20-user SQL Server or SQL Server Express license is USD 3,000 plus 20%
annual fees.
If an organization has more than one branch and wants to buy licenses for
several branches, we give rebates according to the number of branches
(starting from 35% onwards).
We offer an upgrade schedule where people can start with a free 500
clients/loans Foxpro database to tens of thousand of clients/loans in an SQL
Server database without loss of data. We just charge the price difference.
Training
We also do on- and off-site trainings. In general implementation takes 1
week training plus 2-3 days on-site assistance. If database conversion is to
be done, this takes a bit longer. We work with a network of local
consultants who can assist with the implementation. If you would like to be
one of those, please contact us for further details.
We have training manuals available in English, French and Spanish. Costs are
resp. USD 50, USD 75 and USD 75, excl shipping.
If you are in or around Uganda, I'd like to inform you that we have training
sessions scheduled every first week of the month at our office. Two persons
will share a computer, but you can also bring your own laptop if you like.
We charge USD 300 per person for those who come from abroad or UShs 520,000
for Ugandans. This includes lunch for 5 days and a training manual. If you
need a training schedule, let me know and I will send you this.
Clients
We have currently about 204 active clients with 415 sites (or branches) in
more than 50 countries all over the world. These vary from very small to
large organizations with more than 20 branches. We have rural banks, Saccos,
village banks, projects and financial institutions. Among the 415 sites 180
are single user, 189 are 5-user, 28 are 12-user and 24 are SQL Server sites.
There are 6 organisations that use Loan Performer for already 7 years. In
fact our oldest client is Findev Azerbaijan, who started using Loan
Performer in February 2000. Last year Findev received the Financial
Transparancy award from CGAP, together with VMCA/Viator, another
organisation that is using Loan Performer.
About 70% of our clients are in Africa, 15% in the Caribbean and South
America and 15% in Europe, the Arab peninsula and in Central Asia. And every
year our clientele grows. A complete list can be found on the History link
on our website.
Support
It is important for us not to just sell our software, but to keep our
clients as satisfied customers. This ensures that the annual fees are being
paid and that we receive good mouth-to-mouth publicity. We therefore respond
immediately to client requests, add features they want and fix bugs as soon
as possible without charge. Potential clients can contact us immediately by
clicking the Chat buttons on our website and we provide support in 4
languages (English, French, Spanish and Russian).
Achievements
- Loan Performer has been rated as "Best value for money" by CGAP.
- Crystal Clear Software Ltd, our company, was "Winner of the African SMME
Awards 2005" in the Information and Communication Technology sector, issued
by the Centre for Investment Analysis (ACIA) of the University of
Stellenbosch Business School in Capetown, South Africa.
- Crystal Clear Software Ltd received Silver in the 5th President's Export
Awards 2003 for being the Number 1 Exporter in the category ICT Exports
(received Jan 2005).
- Crystal Clear Software Ltd was titled "Investor of the Year 2003" for the
"Best Software Development for the year 2002-2003" by the Uganda Investment
Authority for producing the best Uganda software (received Nov 2003).
So far the sales pitch. If you need further information, please check our
website and don't hesitate to contact us if you have additional questions.
Kind regards,
Hans Verkoijen
Crystal Clear Software Ltd.
PO Box 7463 Kampala, Uganda
King Fahd Plaza, 3rd floor, 52 Kampala Road
Tel: 256-41-4-231739 Fax 256-41-4-233644
Email: verkoyen@imul.com or <mailto:ccs@infocom.co.ug> ccs@infocom.co.ug
Web: www.loanperformer.com
PS Are you already subscribed to the Loan Performer users group? If not,
send a blank message to: loanperformer-subscribe@yahoogroups.com






From: bounce-3103694-4990856@list.cornell.edu
[mailto:bounce-3103694-4990856@list.cornell.edu] On Behalf Of Joanna Guillen
Sent: 27 September 2008 00:13
To: Michael Abbate; communitydevelopmentbanking-l@cornell.edu
Subject: RE: Loan Tracking Software

We also use DownHome at the El Paso Collaborative.

_____

From: bounce-3103556-5282191@list.cornell.edu
[mailto:bounce-3103556-5282191@list.cornell.edu] On Behalf Of Michael Abbate
Sent: Friday, September 26, 2008 12:20 PM
To: communitydevelopmentbanking-l@cornell.edu
Subject: Loan Tracking Software
Hello:

Does anyone have any recommendation for great loan tracking software? We
are currently using DownHome Loan and I have looked at the following
programs:
Portfol
Nortridge
The Exceptional Assistant

Any leads would be much appreciated!

Michael Abbate
Director of Finance & Administration
Western MA Enterprise Fund, Inc.
4 Open Square Way, Suite 407
Holyoke, MA 01040
(413) 420-0183 ext. 102
(413) 420-0543 fax
mabbate@wmef.org
www.wmef.org

No virus found in this incoming message.
Checked by AVG - http://www.avg.com
Version: 8.0.169 / Virus Database: 270.7.2/1690 - Release Date: 9/26/2008
7:35 AM

[Community Development Banking List]

Original message from: tbostelmann@gmail.com

[Community Development Banking List]

Original message from: joanna@ep-collab.org

We also use DownHome at the El Paso Collaborative.

________________________________
From: bounce-3103556-5282191@list.cornell.edu [mailto:bounce-3103556-5282191@list.cornell.edu] On Behalf Of Michael Abbate
Sent: Friday, September 26, 2008 12:20 PM
To: communitydevelopmentbanking-l@cornell.edu
Subject: Loan Tracking Software

Hello:

Does anyone have any recommendation for great loan tracking software? We are currently using DownHome Loan and I have looked at the following programs:
Portfol
Nortridge
The Exceptional Assistant

Any leads would be much appreciated!

Michael Abbate
Director of Finance & Administration
Western MA Enterprise Fund, Inc.
4 Open Square Way, Suite 407
Holyoke, MA 01040
(413) 420-0183 ext. 102
(413) 420-0543 fax
mabbate@wmef.org<mailto:mabbate@wmef.org>
www.wmef.org<http://www.wmef.org>


No virus found in this incoming message.
Checked by AVG - http://www.avg.com
Version: 8.0.169 / Virus Database: 270.7.2/1690 - Release Date: 9/26/2008 7:35 AM

[Community Development Banking List]

Original message from: MAbbate@wmef.org

Hello:

Does anyone have any recommendation for great loan tracking software? We are currently using DownHome Loan and I have looked at the following programs:
Portfol
Nortridge
The Exceptional Assistant

Any leads would be much appreciated!

Michael Abbate
Director of Finance & Administration
Western MA Enterprise Fund, Inc.
4 Open Square Way, Suite 407
Holyoke, MA 01040
(413) 420-0183 ext. 102
(413) 420-0543 fax
mabbate@wmef.org<mailto:mabbate@wmef.org>
www.wmef.org<http://www.wmef.org>

[Community Development Banking List]

Original message from: tbostelmann@gmail.com

I'm not sure if you've opened your search to include "Micro-Finance" options
but I worked on the Grameen Foundation's MIFOS project (and am continuing as
a volunteer). It's open-source (free), and has an active development
community that can be tapped. You can check them out here:

www.mifos.org

If you have any other questions, especially technically related, feel free
to post them. My background is in software development and microfinance and
I'm currently starting a non-profit called SaveTogether (
www.savetogether.org).

Tom Bostelmann

On Fri, Sep 26, 2008 at 11:19 AM, Michael Abbate <MAbbate@wmef.org> wrote:

Hello:



Does anyone have any recommendation for great loan tracking software? We
are currently using DownHome Loan and I have looked at the following
programs:

Portfol

Nortridge

The Exceptional Assistant



Any leads would be much appreciated!



Michael Abbate

Director of Finance & Administration

Western MA Enterprise Fund, Inc.

4 Open Square Way, Suite 407

Holyoke, MA 01040

(413) 420-0183 ext. 102

(413) 420-0543 fax

mabbate@wmef.org

www.wmef.org

[Community Development Banking List]

Original message from: jritchie@columbiahousing.bc.ca

CGAP.org has reviews of various MIS solutions for microfinance institutions

Also check out octopusnetwork.org new open system MIS for microfinance

Jamie Ritchie, Technical Advisor
Rooftops Canada

CelTel (Kenya, Tanzania) (+255) 0783 654 762
Vodacom (South Africa) (+2721) 71 298 7260
Cell (Canada) +1 (77 386-6932
Saturna +1 (250) 412-2912


On 9/27/08 9:25 PM, "Tom Bostelmann" <tbostelmann@gmail.com> wrote:

I'm not sure if you've opened your search to include "Micro-Finance" options
but I worked on the Grameen Foundation's MIFOS project (and am continuing as a
volunteer). It's open-source (free), and has an active development community
that can be tapped. You can check them out here:

www.mifos.org <http://www.mifos.org>

If you have any other questions, especially technically related, feel free to
post them. My background is in software development and microfinance and I'm
currently starting a non-profit called SaveTogether (www.savetogether.org
<http://www.savetogether.org> ).

Tom Bostelmann

On Fri, Sep 26, 2008 at 11:19 AM, Michael Abbate <MAbbate@wmef.org> wrote:
> Hello:
>
>
>
> Does anyone have any recommendation for great loan tracking software? We are
> currently using DownHome Loan and I have looked at the following programs:
>
> Portfol
>
> Nortridge
>
> The Exceptional Assistant
>
>
>
> Any leads would be much appreciated!
>
>
>
> Michael Abbate
>
> Director of Finance & Administration
>
> Western MA Enterprise Fund, Inc.
>
> 4 Open Square Way, Suite 407
>
> Holyoke, MA 01040
>
> (413) 420-0183 ext. 102
>
> (413) 420-0543 fax
>
> mabbate@wmef.org
>
> www.wmef.org <http://www.wmef.org>
>
>

[Community Development Banking List]

Original message from: ephrem.negash@ecdcinternational.org

We have been using TEA since 2003 and they tried to improve it over the
years. Please feel free to contact me at 703-685-0510 should you require
any further information.



Thanks;



Ephrem Negash

Portfolio Manager

ECDC Enterprise Development Group





________________________________

From: bounce-3103556-4989945@list.cornell.edu
[mailto:bounce-3103556-4989945@list.cornell.edu] On Behalf Of Michael
Abbate
Sent: Friday, September 26, 2008 2:20 PM
To: communitydevelopmentbanking-l@cornell.edu
Subject: Loan Tracking Software



Hello:



Does anyone have any recommendation for great loan tracking software?
We are currently using DownHome Loan and I have looked at the following
programs:

Portfol

Nortridge

The Exceptional Assistant



Any leads would be much appreciated!



Michael Abbate

Director of Finance & Administration

Western MA Enterprise Fund, Inc.

4 Open Square Way, Suite 407

Holyoke, MA 01040

(413) 420-0183 ext. 102

(413) 420-0543 fax

mabbate@wmef.org

www.wmef.org

[Community Development Banking List]

Original message from: profit1@ccdi-va.net

Micheal,

We use DHLM as well. Just out of curiosity, what additional loan manager
features are your seeking?

Monique P. Harrell
Director, Microenterprise
The Center for Community Development, Inc
440 High Street Suite 204
Portsmouth, VA 23704
Phone: (757) 399-0925
Fax: (757) 399-2642

"Bringing People & Opportunity Together"


Ephrem Negash wrote:

We have been using TEA since 2003 and they tried to improve it over
the years. Please feel free to contact me at 703-685-0510 should you
require any further information.



Thanks;



Ephrem Negash

Portfolio Manager

ECDC Enterprise Development Group





------------------------------------------------------------------------

*From:* bounce-3103556-4989945@list.cornell.edu
[mailto:bounce-3103556-4989945@list.cornell.edu] *On Behalf Of
*Michael Abbate
*Sent:* Friday, September 26, 2008 2:20 PM
*To:* communitydevelopmentbanking-l@cornell.edu
*Subject:* Loan Tracking Software



Hello:



Does anyone have any recommendation for great loan tracking software?
We are currently using DownHome Loan and I have looked at the
following programs:

Portfol

Nortridge

The Exceptional Assistant



Any leads would be much appreciated!



Michael Abbate

Director of Finance & Administration

Western MA Enterprise Fund, Inc.

4 Open Square Way, Suite 407

Holyoke, MA 01040

(413) 420-0183 ext. 102

(413) 420-0543 fax

mabbate@wmef.org <mailto:mabbate@wmef.org>

www.wmef.org <http://www.wmef.org>




--

[Community Development Banking List]

Original message from: llepage@planetfinance.org

Dear all,

PlaNet Finance also provides a new MIS called MicroFit. MicroFit is the new
version of the previous TMS (Total Microfinance Solution : Well ranked in
CGAP Report)

MicroFiT has been designed using industry standard tools and is
multi-currency, multi-branch and fully integrated multi-user system where
client balances including those of members in a group can be verified
instantly. Operational and financial data can be entered on real-time or
batch and new balances automatically generated working on-the-counter as
well as in the back-office operational environments.

Major modules covered in this release, includes:

- Client Management
- Product Management
- Loan/Advances
- Insurance
- Guarantees
- Saving/ Deposit
- Financial Accounting
- Front Office Services
- Messaging
- Budgeting
- Base Line Survey
- Fixed Asset
- Payroll
- Credit Officers/Client Incentive Scheme
- Data Import / Export

MicroFit covers over 100 standard reports for use by board of directors,
funding agents, management and operation staff including CGAP and SEEP
standards. These reports can be exported to a multiplicity of formats.

MicroFIT also has a Report Generator module which allows to create any
custom report.

Do not hesitate to contact us for further information.

Best regards.
--
Laurent Lepage

IT Consultant

Skype: lollepage

-----Message d'origine-----
De*: bounce-3111906-8528301@list.cornell.edu
[mailto:bounce-3111906-8528301@list.cornell.edu] De la part de Monique P.
Harrell
Envoyé*: lundi 29 septembre 2008 17:13
À*: Ephrem Negash
Cc*: Michael Abbate; communitydevelopmentbanking-l@cornell.edu
Objet*: Loan Tracking Software

Micheal,

We use DHLM as well. Just out of curiosity, what additional loan manager
features are your seeking?

Monique P. Harrell
Director, Microenterprise
The Center for Community Development, Inc 440 High Street Suite 204
Portsmouth, VA 23704
Phone: (757) 399-0925
Fax: (757) 399-2642

"Bringing People & Opportunity Together"


Ephrem Negash wrote:

We have been using TEA since 2003 and they tried to improve it over
the years. Please feel free to contact me at 703-685-0510 should you
require any further information.



Thanks;



Ephrem Negash

Portfolio Manager

ECDC Enterprise Development Group





----------------------------------------------------------------------
--

*From:* bounce-3103556-4989945@list.cornell.edu
[mailto:bounce-3103556-4989945@list.cornell.edu] *On Behalf Of
*Michael Abbate
*Sent:* Friday, September 26, 2008 2:20 PM
*To:* communitydevelopmentbanking-l@cornell.edu
*Subject:* Loan Tracking Software



Hello:



Does anyone have any recommendation for great loan tracking software?
We are currently using DownHome Loan and I have looked at the
following programs:

Portfol

Nortridge

The Exceptional Assistant



Any leads would be much appreciated!



Michael Abbate

Director of Finance & Administration

Western MA Enterprise Fund, Inc.

4 Open Square Way, Suite 407

Holyoke, MA 01040

(413) 420-0183 ext. 102

(413) 420-0543 fax

mabbate@wmef.org <mailto:mabbate@wmef.org>

www.wmef.org <http://www.wmef.org>




--

[Community Development Banking List]

Original message from: Bryony.Edwards@dhs.vic.gov.au

OFN has a loan tracking software report in their online store. The report
is based on user-surveys of TEA, Downhome, Nortridge, Portfol, and about 5
other packages. The report is free to download if you take the survey
prior.

Bryony Edwards
Senior Policy Officer
Housing Innovations Unit
Department of Human Services
Level 24, 50 Lonsdale St
Phone: 9096 6124
bryony.edwards@dhs.vic.gov.au




Jamie Ritchie <jritchie@columbiahousing.bc.ca>
Sent by: bounce-3106314-8832026@list.cornell.edu
29/09/2008 04:27 AM
Please respond to
Jamie Ritchie <jritchie@columbiahousing.bc.ca>


To
Tom Bostelmann <tbostelmann@gmail.com>, Michael Abbate <MAbbate@wmef.org>
cc
"communitydevelopmentbanking-l@cornell.edu"
<communitydevelopmentbanking-l@cornell.edu>
Subject
Re: Loan Tracking Software






CGAP.org has reviews of various MIS solutions for microfinance
institutions

Also check out octopusnetwork.org new open system MIS for microfinance

Jamie Ritchie, Technical Advisor
Rooftops Canada

CelTel (Kenya, Tanzania) (+255) 0783 654 762
Vodacom (South Africa) (+2721) 71 298 7260
Cell (Canada) +1 (77 386-6932
Saturna +1 (250) 412-2912


On 9/27/08 9:25 PM, "Tom Bostelmann" <tbostelmann@gmail.com> wrote:

I'm not sure if you've opened your search to include "Micro-Finance"
options but I worked on the Grameen Foundation's MIFOS project (and am
continuing as a volunteer). It's open-source (free), and has an active
development community that can be tapped. You can check them out here:

www.mifos.org <http://www.mifos.org>

If you have any other questions, especially technically related, feel free
to post them. My background is in software development and microfinance
and I'm currently starting a non-profit called SaveTogether
(www.savetogether.org <http://www.savetogether.org> ).

Tom Bostelmann

On Fri, Sep 26, 2008 at 11:19 AM, Michael Abbate <MAbbate@wmef.org> wrote:
Hello:



Does anyone have any recommendation for great loan tracking software? We
are currently using DownHome Loan and I have looked at the following
programs:

Portfol

Nortridge

The Exceptional Assistant



Any leads would be much appreciated!



Michael Abbate

Director of Finance & Administration

Western MA Enterprise Fund, Inc.

4 Open Square Way, Suite 407

Holyoke, MA 01040

(413) 420-0183 ext. 102

(413) 420-0543 fax

mabbate@wmef.org

www.wmef.org <http://www.wmef.org>








__________________________________________________ _______________________________

This email contains confidential information intended only for the person named above and may be subject to legal privilege. If you are not the intended recipient, any disclosure, copying or use of this information is prohibited. The Department provides no guarantee that this communication is free of virus or that it has not been intercepted or interfered with. If you have received this email in error or have any other concerns regarding its transmission, please notify Postmaster@dhs.vic.gov.au
__________________________________________________ _______________________________