Microfinance Client Intake is a curated field-research template designed with East African NGOs, research organisations and SMEs in mind. Use it to capture a complete, consistent client file at first contact.
It ships with 5 sections and 21 field-tested questions — every field, the accent colour and the cover image are fully editable in the builder, and it works offline on the mobile app for enumerators in the field.
Good for
- New client onboarding
- Loan application intake
- Group-lending member registration
Useful for research like
- Client segmentation
- Credit-risk profiling
- Financial-inclusion reporting
What’s inside
- Visit details — 3 questions
- Client identity — 6 questions
- Business & income — 4 questions
- Loan request — 5 questions
- Declarations — 3 questions
Adapt the option lists (currencies, sites, crops, programmes) to your own context before publishing.
