Hi Suraj , Of the feature you have listed as missing
> 2. Tracking the comments/notes given by credit officers on loan > applications Mifos X has the ability to attach comments notes across all relevant entities ( Clients , loans , savings etc) > 3. Support for document management (documents provided by customers) Same here , document management is available across all relevant entities > 4. Tracking of loans as per different criteria (loans requested/ > approved / declined/ cancelled) A loan application has the distinct lifecycle stages in Mifos including New (requested) , approved , rejected , disbursed , active (good and bad standing ) , closed (including rescheduled ), written off and overpaid Standard reports to track various stages are also available out of the box . Any additional reports you require can be added easily using our reporting API's You can also achieve custom workflows ( auto assign loan applications to loan officers, using what logic ?) by orchestrating the available API's. We do not have a full fledged CRM though and prefer the approach of integrating with other CRM vendors for now . Regards, Vishwas > On Aug 17, 2016, at 9:54 PM, Suraj Mundada <su...@cashcare.in> wrote: > > Hi, > > We are evaluating Mifos for our lending platform. While evaluation, my team > came up with following observations on missing features in Mifos. > > 1. Auto assigning of leads/loan applications to credit officers > 2. Tracking the comments/notes given by credit officers on loan > applications > 3. Support for document management (documents provided by customers) > 4. Tracking of loans as per different criteria (loans requested/ > approved / declined/ cancelled) > > For above reasons, my team may not use Mifos. > > Thought to share these with you all. If any of the above features make sense > from product perspective, you may want to add to the product. Also, some CRM > features can be thought of to make Mifos much more compelling and one stop > solution for many lending organizations. > > Regards, > Suraj Mundada > CTO, www.cashcare.in > +91 77220 75369 > ------------------------------------------------------------------------------ > _______________________________________________ > Mifos-users mailing list > Mifos-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/mifos-users
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