Loan Tracking Software

[Community Development Banking List]

Original message from: stewart@oweesta.org

As a national intermediary we use TEA to its fullest and we highly
recommend it to all the local groups we provide TA/T to, invest in, etc.
We have looked and continue to look at other software packages and find
it the most comprehensive, but as with any dynamic software, you must
get trained, keep training and use it all to the fullest - garbage in,
garbage out.



From: bounce-3138910-4989645@list.cornell.edu
[mailto:bounce-3138910-4989645@list.cornell.edu] On Behalf Of
Bryony.Edwards@dhs.vic.gov.au
Sent: Sunday, October 05, 2008 3:10 PM
To: Jamie Ritchie
Cc: bounce-3106314-8832026@list.cornell.edu;
communitydevelopmentbanking-l@cornell.edu; Michael Abbate; Tom
Bostelmann
Subject: Re: Loan Tracking Software




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








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