Good morning, Staff 👋
Here's your overview for today
Today's Collections
₦0
My deposits today
Assigned Members
0
Active members
Pending KYC
0
Awaiting verification
Pending Deposits
0
Awaiting DA confirmation
Today's Withdrawals
₦0
Processed today
My Collections This Week
My Members
| CS Number | Name | Status | Last Visited |
|---|---|---|---|
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My Pending Deposits
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Record Transaction
Deposit or withdrawal for an assigned member
✓ Recorded! Reference:
Member & Purpose
Payment Method
Cash
Bank Transfer
Transaction History
Browse and manage all recorded transactions
| Ref | Date/Time | Customer | Account | Type | Method | Amount | Status | Staff | Actions |
|---|
Collections Summary
Aggregated view across all transaction types
Daily
Weekly
Monthly
Yearly
Collections Trend
Transaction Type Breakdown
Summary Table
| Period | Savings | Loan Repay | Withdrawals | Investments | Deposits | Total In | Total Out |
|---|
Member Registration
Complete all sections — service setup opens automatically after registration.
✓ Member registered! CS Number:
Personal Information
Identification
Contact Details
Bank Account Details
Preferred account for withdrawal disbursements
Next of Kin
Account Settings
Members
View and manage registered members
Total Members
0
Active
0
Pending KYC
0
Suspended
0
| CS Number | Name | Phone | Branch | Account Officer | Wallet Balance | KYC | Status | Actions |
|---|
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Admin Dashboard
System overview and staff portfolio management
Total Staff
0
Total Customers
0
Total Collections
₦0
Total Withdrawals
₦0
Staff Performance Today
System Activity Log
Staff Portfolios
Individual performance and customer breakdown per field agent
User Management
Manage staff accounts and user groups
Staff Accounts
User Groups
| Username | Full Name | Role | Group | Last Login | Status | Actions |
|---|
Pending Deposits
Review and confirm deposits recorded by Account Officers
Pending
—
Confirmed Today
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Total Pending (₦)
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| Member | CS Number | Amount | Method | Recorded By | Time | Status | Actions |
|---|
Reports
Generate and export financial reports
Generate Report
Quick Stats
Total transactions this month
0
Gross collections
₦0.00
Total withdrawals
₦0.00
Net balance
₦0.00
Transaction Types
Add, edit, or remove transaction types and savings variants used across the system
Transaction Types
| Icon | Key | Label | Flow | Badge Color | Status | Actions |
|---|
⚠️ Changes to transaction types will immediately reflect in the New Transaction form and history filters.
💰 Savings Variants
Sub-types available when the Savings transaction type is selected
| Icon | Variant Label | Key | Status | Actions |
|---|
System Logs
Full audit trail of all staff actions and system events
| Time | Date | Actor | Category | Action |
|---|
Performance
Your activity and targets
Today
This Week
This Month
to
Monthly Targets
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Collections by Type
Collections by Method
EOD Report
End-of-day transaction snapshot per Account Officer
Cash Callover
Daily cash transaction report with token references
Loan Requests
Submit and track member loan requests
| Request No. | Member | Product | Amount | Term | Status | Date | Actions |
|---|
Investments
ShoreInvest — member investment accounts
| Account No. | Member | Product | Principal | Rate | Maturity | Status | Actions |
|---|
Call Calendar
Schedule and track member visits
Today
This Week
This Month
Information Hub
Product reference · Utility codes · Common questions
📦 Product Reference
ShoreInvest
12-month tenor · per-instance rate (set at approval) · Admin approves activation
Simple interest (no compounding) · auto-rollover at maturity
Early termination: 50% penalty on accrued interest. Principal never forfeited. 7-day pre-maturity grace waives penalty.
Simple interest (no compounding) · auto-rollover at maturity
Early termination: 50% penalty on accrued interest. Principal never forfeited. 7-day pre-maturity grace waives penalty.
FixedSave
Fixed rate per product · auto-rollover · same termination policy as ShoreInvest.
Goal Savings (Target)
12% p.a. · Daily/Weekly/Monthly contribution frequency
Min deposit ₦500 · Min balance ₦2,000
Account ref prefix:
Min deposit ₦500 · Min balance ₦2,000
Account ref prefix:
TGT
Group Savings
Cooperative-style group deposits · pooled AO officer.
Account ref prefix:
Account ref prefix:
SAV
Shares
Member equity holdings. Account ref prefix:
SHR
Instance-specific rates for ShoreInvest are set at approval time — check with Admin for the current live rate.
📱 Utility Codes
Nigerian USSD/SMS codes members may need. Tap to copy.
NIN retrieval
Dial from the phone linked to the NIN
BVN retrieval
Dial from the phone linked to the BVN
DND unblock
SMS "ALLOW" to 2442 to receive our messages
❓ Frequently Asked
What's the difference between ShoreInvest and FixedSave?
ShoreInvest is an investment product with a per-instance rate set at approval time — each instance can have a different rate depending on when and how the Admin approves it. Requires SA approval to activate.
FixedSave is a savings product with a fixed rate defined by the product itself — every FixedSave account under the same product earns the same rate.
Both use 12-month tenor, both auto-rollover, both share the same termination policy.
FixedSave is a savings product with a fixed rate defined by the product itself — every FixedSave account under the same product earns the same rate.
Both use 12-month tenor, both auto-rollover, both share the same termination policy.
When does a member get their VAN?
The Virtual Account Number (VAN) is provisioned automatically only at KYC confirmation by SA. Members registered but not yet KYC-verified will have a CS Number and wallet, but no VAN yet — they cannot receive bank transfers until KYC is confirmed. The VAN is sent to the member via SMS on confirm.
What happens if a member's SMS token expires?
Tokens last 10 minutes. If it expires before entry, the AO can reissue up to 2 more times per transaction (3 attempts total). After that, the AO must escalate to Admin — the transaction cannot proceed without a valid token entry.
How is the running balance on the statement calculated?
Server-computed from the authoritative wallet ledger — not derived on the client. Each wallet-category row shows the wallet balance immediately after that transaction. Non-wallet rows (loan/investment domain events) don't carry a running_balance because they don't move the wallet directly.
Can a member withdraw from a savings plan mid-tenor?
Yes, via termination. Terminating an active savings or investment plan forfeits 50% of accrued interest (penalty). Principal is never forfeited. Within 7 days of maturity, the penalty is waived and full accrued interest is paid. Termination requests are submitted and approved via CMS, not the Field App.
What's the difference between Bank Transfer and Cash withdrawal?
Bank Transfer: money goes to the member's saved bank account (or a third-party account if flagged). No SMS token needed — the bank leg itself is the audit trail.
Cash: AO hands physical cash to the member. Requires SMS token entered by AO at pickup to confirm receipt.
Both go through the same submit → Admin approve → disburse pipeline.
Cash: AO hands physical cash to the member. Requires SMS token entered by AO at pickup to confirm receipt.
Both go through the same submit → Admin approve → disburse pipeline.
My Dormants
Reactivate legacy LoanDisk members assigned to you
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Messages
Group channel and direct messages with your team