Members & Shares: Every member, from the form to an active account

The member register, from the application form to an active member, with the documents, next of kin, livelihood and shares behind every name.

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Included in every plan. Free instant access, no credit card required.

Works with

BridgeERP Core

Members & Shares in the SACCO Suite: Every member, from the form to an active account

The whole register, filtered your way

Search by name, ID or member number, filter by branch, category, group or status, and see each member's shares and savings in the same row.

Share capital, one purchase at a time

Every share purchase, transfer and top-up is a confirmed transaction with its receipt and payment method, and the minimum holding is paid before a member goes active.

Chamas, welfare groups and branches

A member belongs to a branch and, if they like, a group: a chama, a welfare group, a farmers' group or the credit committee itself, each with its own meeting cycle.

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More screens from the app

Real screens from the running product.

What's inside

Everything in Members & Shares

9 items in 3 areas, every one shipping with the app today.

Joining
- Application workflowDraft, applied, pending approval, approved and active: each step is a button, and each is recorded on the member.
- Documents on the recordThe ID front and back, a passport photo and signed forms are attached to the member, not kept in a filing cabinet.
- Registration feeCharged once at joining and posted to fee income, refundable or not as your by-laws say.
Who the member is
- Next of kinSeveral beneficiaries, each with their share of the benefits, one of them primary.
- Employment and check-offThe employer, the job and whether deductions come through the employer's check-off.
- Business informationFor self-employed members: the business, its monthly sales and expenses and its premises.
Membership over time
- Dormant and exited membersMark a member dormant after a period without activity, or process an exit; the record keeps its history.
- Member categoriesOrdinary, staff and senior members, each category with its own rules.
- BranchesEvery member, account and loan belongs to a branch, so each branch can be reported on its own.

Works with

What Members & Shares works with

Members & Shares shares one database with the rest of the SACCO Suite and BridgeERP: these are the apps it already talks to, with nothing to buy in between.