Financial Services

Agent Portal

A mobile-first portal for field agents to sell services, manage float, track commissions, and onboard customers — online or fully offline.

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The Agent Portal is the front-line tool that powers your distribution network. Designed to work on any Android device — including low-end smartphones — it gives agents access to every platform service they are authorised to sell, with a clean interface that requires minimal training. Agents can onboard customers, capture KYC documents, process transactions, check their float balance, and view their commission statement — all in one app, even without an internet connection.

Works fully offline Android optimised KYC document capture Real-time float balance Commission statements Supervisor oversight
What's included

Everything you need, nothing you don't

Full Service Access

Agents can sell airtime, electricity tokens, service vouchers, process loan applications, collect payments, and perform account inquiries — all from the same interface.

Offline Mode

Transactions queued offline are cryptographically signed and sync automatically when connectivity is restored. No data is lost, no duplicate transactions are created.

Customer Onboarding

Agents can register new customers directly from the portal, capturing personal details, identity documents (photo and scan), and biometric data where supported.

Float Balance Dashboard

Real-time float balance display with transaction history, low-balance warnings, and a one-tap request to top up from the supervisor or head office.

Commission Tracker

Agents see their real-time earnings, a breakdown by service and transaction, and a projected monthly commission statement — directly from the portal.

Supervisor Oversight

Branch managers can monitor all agents under their supervision — live transaction feeds, float positions, performance metrics, and the ability to suspend an agent account instantly.

Multi-Service Switching

Agents assigned to multiple service types switch between them in-app without logging out — with permissions enforced automatically based on their role.

Device Management

Head office can remotely deactivate an agent's device access, force a PIN reset, or restrict the portal to specific GPS zones — useful for managing agent compliance.

Who uses this module

Built for your team

Field Agent Networks

Equip your entire agent distribution network with a single tool that covers every service — reducing training time and agent error rates significantly.

MFIs & Community Lenders

Deploy credit officers with the ability to take loan applications and capture KYC documents in the field — feeding directly into the approval workflow back at head office.

Agri-Finance Field Officers

Enable field officers to register farmers, record farm visits with GPS coordinates, and submit input voucher redemptions — all offline, all synced automatically.

Ready to activate Agent Portal?

Sign up free and configure Agent Portal in minutes — or book a demo and we'll walk you through it live.

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