Features · Branches and staff
Multi-branch loan management: branches, roles and approvals
Growing from one office to several is where spreadsheets fail. LoanTabs separates each branch's data, gives every staff member a role with defined permissions, and lets you set loan-approval rules branch by branch.
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What is multi-branch loan management software?
Multi-branch loan management software lets one institution run several branches on a single system: each branch's loans and staff are kept separate, head office can see across them, and the same approval and access policies apply everywhere. LoanTabs supports up to 10 branches on the Enterprise plan, with 11 staff roles and approval rules set per branch.
Two problems appear as soon as a second branch opens. The first is control: you need to be sure every branch follows the same lending policy. The second is visibility: head office needs a consolidated view without waiting for each branch to send a spreadsheet. A multi-branch system addresses both.
Branch and staff features
Branches and seats on each LoanTabs plan
| Plan | Branches | User seats | Best for |
|---|---|---|---|
| Pro | 1 | 1 | An independent lender or loan officer |
| Corporate | 1 | 5 | A small team, group lender or SACCO in one location |
| Enterprise | Up to 10 | Unlimited | A multi-branch microfinance institution or lending company |
| Custom | Configured | Custom | Institutions needing payroll or custom workflow builds |
The 30-day free trial includes up to 10 branches and unlimited seats. See the pricing page for current prices.
What control do the branch and staff tools give you?
The essentials of control are built in: separated branches, 11 defined staff roles, approval rules you set per branch for loans and new borrowers, and an audit view of exceptions. You choose which roles must approve loans at each branch, and staff payroll is delivered as a custom implementation on the Custom plan.
For MFIs, our solution page shows how these fit together.
Multi-branch loan software: common questions
How many branches can LoanTabs support?
Enterprise supports up to 10 branches with unlimited user seats, while Pro and Corporate suit a single location. The Custom plan can be configured for other needs.
Can each branch have its own approval rules?
Yes. Approval rules are set per branch. Branch managers and admins always approve, and you can require additional roles.
What staff roles does LoanTabs have?
Eleven: admin, branch manager, loan officer, credit committee, accountant, cashier, auditor, collections officer, risk analyst, IT support and viewer.
Can head office see all branches?
Admins can switch the active branch to review each one, and reports show portfolio and collections information.
Keep exploring
- Loan management softwareThe LoanTabs overview: what it does, who it is for and what it costs.
- Online loan management systemRun your loan book from any browser, with nothing to install.
- Loan software guideThe types of loan software, what each does and how to choose.
- Lending software and lending management systemsWhat a lending management system covers, end to end.
- Loan management software for small businessBuilt for money lenders: quick setup, small-team workflow, simple pricing.
- Online loan application softwareTake and process loan applications online, from intake to disbursement.
- Loan management solutionSoftware, setup, migration, training and support in one solution.
- Loan tracking softwareTrack balances, due dates and overdue loans, with an aging example.
- Loan repayment softwareRecord, allocate and receipt repayments, with a worked example.
- Loan software for microfinance institutionsHow multi-branch controls fit an MFI.
Bring every branch onto one loan book
Start a 30-day free trial with up to 10 branches and unlimited seats.
No credit card required