Uganda Microfinance
Kampala, Uganda
Expanding financial access to rural communities through organized loan officer coordination
Team Size
35 loan officers
Duration
15 months
Uganda Microfinance Initiative provides small loans and financial literacy training to rural entrepreneurs. With 35 loan officers serving 12 districts and managing over 2,000 active clients, coordinating loan disbursements, repayment tracking, and training sessions required a more robust system.
The Challenge
Loan officers traveled extensively but lacked an efficient way to coordinate client visits, track loan status, or schedule group training sessions. Clients sometimes received conflicting information, and headquarters struggled to get accurate portfolio reports. The organization was growing but couldn't scale their operations effectively.
The Solution
The organization implemented Taskmate to streamline all loan officer activities. They created workflows for client visit scheduling, loan application tracking, repayment monitoring, and financial literacy training coordination. Loan officers could access client information on mobile devices, even with intermittent connectivity.
Implementation
- Built district-based workspaces for loan officer coordination
- Created loan application and disbursement workflows
- Implemented repayment tracking and alert systems
- Established training session scheduling and attendance
- Developed mobile-optimized client management interface
The Results
Active Clients
Loan Officers
Loans Disbursed
Repayment Rate
"Taskmate transformed our field operations. Loan officers can now manage their client portfolios efficiently, and we have real-time visibility into our entire operation. Our repayment rates improved because officers can proactively follow up with clients. We're finally ready to scale to new districts."
Key Taskmate Features Used
Looking Forward
With their operations now running smoothly, Uganda Microfinance is planning to expand to 8 additional districts and recruit 20 more loan officers. They're confident Taskmate will support this growth without adding administrative complexity.
Ready to amplify your impact?
Join Uganda Microfinance and hundreds of other organizations across East Africa using Taskmate to coordinate their teams and reach more communities.