Loan Performer is the number 1 Microfinance software for MFI institutions worldwide
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Loan Performer Features   Download Trial Version
General Features
  LOAN PERFORMER is developed using Microsoft Visual Foxpro and C#.Net technology. It comes with a Visual Foxpro (Loan Performer 7) or SQL Server Express (Loan Performer 8) database as part of the package. It is a Multi-User MIS application for Micro-finance. It combines basic Client data with Shares, Savings and Loan transactions and every entry is automatically updated in the General Ledger. The software also comes with an Assets' and Debtors/Creditors' module. In addition you can enter other accounting transactions and produce your financial statements at the end of the day.  

LOAN PERFORMER handles individual clients, groups and businesses. Deposits and loans can be tracked at group level or at group-member level. This makes the program suitable for Solidarity lending, Village-Banking and Grameen-type lending.

Transactions are directly processed as they are keyed in, but the user can also do batch-processing by importing transactions from external files.You can use LOAN PERFORMER as a back-office application in a Centralized environment with many branches or on the counter in a De-Centralized environment where LOAN PERFORMER runs in a branch office. In the latter case, consolidation of branch data at Head Office can take place by importing branch data into a corporate database.

LOAN PERFORMER supports cash transactions, transactions by cheque, transfers from/to the client's savings account(s), transfers from/to bank and mobile money transactions. The user can define several cash accounts and each cashier can be linked to his/her own cash account. It has a Cash module where transactions can be entered that are not shares, savings or loan transactions. At the end of the day each cashier can print his/her own cash transactions report and reconcile this with the physical cash.

LOAN PERFORMER comes with a standard chart of accounts, but this can be deleted or replaced by another chart. Accounts can be added, modified or deleted. Accounting data can be exported to other, third party accounting softwares. An Audit Trail reveals who logged into the system and who posted which transactions.

LOAN PERFORMER can be linked to an external Planning Tool in the form of an Excel spreadsheet. This spreadsheet/planning model can be modified so that it generates monthly targets for a number of indicators. LOAN PERFORMER can read those indicators and produce a monthly monitoring report, where these targets are compared to actual achievements.

LOAN PERFORMER supports up to 11 User Levels. Access to menu items can be defined per user level.
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System Requirements

Minimum Requirements for a Workstation:

  • Pentium processor with at least 1 GHz
  • 4 GB of RAM Memory for Loan Performer 8 and 1 GB of RAM Memory for Loan Performer 7
  • Operating System: Windows 7 or higher for Loan Performer 8 and Windows XP with SP3 or higher for Loan Performer 7
    Note that for networking you need Windows Professional on the Workstations
  • Server Operating Systems: Windows Server 2000 or higher
  • At least 100 MB of Disk space
  • Database: SQL Server 2005 or higher for Loan Performer 8 and Foxpro for Loan Performer 7
  • Loan Performer 8 depends on the .Net Framework from Microsoft; the following requirements are necessary:

Minimum Requirements for a Server: all of the above plus:

  • 16 GB of RAM Memory
  • Server Operating Systems: Windows Server 2000 or higher
  • At least 1 GB of disk space

Note that the above are minimum requirements. Depending on the number of users and volume of data, you may go for higher specs.

Additional Features
LOAN PERFORMER is a multilingual software. All versions are available in English, French, Spanish and Russian. This includes the Help files, the Training Manual and Support. It is even possible that on a network, one user works with an English interface and another with a French, Spanish or Russian interface. In addition all labels whether on screen, in the menu or in reports can be modified by the user.

Other Features and Descriptions

  • Runs as standalone or multi-user program on peer-to-peer, file-server, client-server, LAN or WAN networks.
  • LOAN PERFORMER is VAT enabled.
  • Printing of receipts for deposits/ disbursements/ repayments etc. A default printer can be assigned and special receipt formats can be defined for different operations. Receipt can be printed to file as well and can be logged per user.
  • All reports carry the logo of the institution and the name of the branch, the name of the user who printed the report as well as the date of printing.
  • Reports can be customized to suit the needs of the micro-finance institution.
  • LOAN PERFORMER comes with more than 200 standard reports, which can be run with a wide variety of criteria. All reports can be exported to XLS (Excel), DBF (Dbase), PDF file, HTML and XML formats.
  • LOAN PERFORMER comes with a standard FoxFix database protection. At start-up the database is validated and any errors are reported and repaired if possible.
  • User can fine-tune the software and add additional, custom-made modules into the menu structure.    to top
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