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.
30-day free trial, no credit card required. Last updated .
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 in one location |
| Enterprise | Up to 10 | Unlimited | A multi-branch microfinance institution or lending company |
| Custom | Configured | Custom | Institutions needing SACCO, 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 is not in the branch and staff tools
LoanTabs does not include a staff payroll module or a supervisor hierarchy in the standard product. Payroll is available only as a custom build on the Custom plan. Permissions per role are a fixed table rather than a matrix you edit, although you choose which roles must approve loans at each branch. Approvals cover loans and pending borrowers, not every kind of transaction.
What you do get is the essentials of control: separated branches, defined roles, approval rules you set per branch, and an audit view of exceptions. 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. Pro and Corporate are single-branch plans. 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 small 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 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.