Members

The Members app is the customer information file (CIF) and KYC backbone of the BridgeERP MFI Suite. It is where every SACCO or microfinance member is onboarded, identity-verified, scored, grouped and kept compliant, feeding clean member data to the savings, loan and accounting modules.

This section covers:

• Dashboard — The member dashboard is the landing screen that summarises the institution's membership at a glance: counts of total, active, dorm
• Operations — Operations is the day-to-day member desk: onboarding new applicants, working the approval queue, and maintaining active and dorman
• Groups — Groups manages solidarity and savings groups, the joint-liability circles, table-banking groups and cooperatives through which muc
• KYC & Documents — KYC and Documents is the identity-and-compliance hub: capturing, verifying and expiring member documents, enrolling biometrics, an
• Risk & Compliance — Risk and Compliance covers the controls that protect the institution from bad actors and over-indebtedness: blacklisting, and pove
• Reports — Reports gathers the compliance registers and analytical wizards for membership, covering KYC, PPI, credit-score, group-performance
• Configuration — Configuration holds the master data and settings that drive the Members app: categories, document types, PPI questions and country