Mainstreet Microfinance BankFieldCRM Staff login

Mainstreet credit operations

One accountable process.
Every handoff visible.

FieldCRM connects field intake, evidence, review, approval, disbursement, and servicing in one role-aware workspace.

Enter staff workspace See how work moves
Organisation scoped
Access follows role and branch
Evidence attached
Documents stay with the dossier
History retained
Decisions remain traceable
LIVE DOSSIERMSF-2026-0482
Credit review
AO
APPLICANT

Adeola Okafor

Enterprise Growth Loan

₦2.4m
File readiness86%

Identity, visit, guarantor, and 6 of 7 required documents verified.

  1. ✓
    Field intake completedRelationship Officer · 09:42
  2. ✓
    Branch concurrenceTeam Lead · 11:18
  3. 03
    Credit review in progressAffordability and evidence review
    Now
  4. 04
    CRM dossier reviewWaiting on prior stage
Immutable workflow event recordedSource: FieldCRM
01Field-ready capture
02Contextual documents
03Controlled approvals
04Append-only history

One controlled path

Work moves forward.
Context stays attached.

Each role receives the dossier, evidence, and prior decisions needed for its part of the credit process.

  1. 01
    Capture

    Customer, application, visit, guarantor, collateral, and financial details.

  2. 02
    Verify

    Identity, documents, OCR quality, requirements, and exceptions.

  3. 03
    Review

    Branch concurrence, supervision, underwriting, and dossier checks.

  4. 04
    Decide

    Policy-aware authority, recorded reasons, and management approval.

  5. 05
    Service

    Disbursement context, repayments, portfolio position, and follow-up.

Designed for accountability

A workspace shaped around responsibility.

FieldCRM gives every desk a focused view while maintaining one connected record across the institution.

  • Role-aware accessWork queues and actions reflect assigned responsibilities.
  • Tenant and branch boundariesOperational data remains scoped to authorised staff.
  • Protected evidenceDocument access, previews, and uploads stay contextual.
  • Recorded decisionsWorkflow and audit events preserve who did what and when.
Operational ledgerAuthorised desks
01Relationship OfficerIntake
02Team Lead & SupervisorBranch control
03Credit AnalystUnderwriting
04CRM & Head CRMDossier review
05ED / MD where requiredAuthority
06AuditIndependent oversight

Android field companion · Preview

The same dossier,
carried into the field.

Capture supported visit and application evidence on Android, retain work through interrupted connectivity, and return it to the server-managed record.

FIELD
CRM
RELEASE RECORDFieldCRM for AndroidAvailable
Version
1.0 preview
Minimum system
Android 8.0+
Released
12 August 2026
Record authority
FieldCRM server
  1. 01Capture
  2. 02Retain
  3. 03Synchronise
  4. 04Confirm
Download Preview APK Server confirmation remains authoritative.

Testing build: signed with the Android debug certificate. Do not use as a production release.

Verify download checksum 73098ed8d4c61993fd17cf30048685aab7a63adf1056af17f0df237407efc21f

Useful answers

Before you begin.

FieldCRM is an internal operations platform for authorised Mainstreet staff.

Who can use FieldCRM?+

Authorised Mainstreet staff receive role-based access for field capture, review, approval, administration, and audit work.

Can field teams work offline?+

The Android app can retain supported field data locally and synchronise when connectivity returns. Server confirmation remains authoritative.

How is a decision traced?+

Workflow events, audit history, documents, reasons, and responsible actors remain connected to the application dossier.

Where can staff get support?+

Contact your Mainstreet system administrator or internal technology support team.