Employee-based SACCOs • 1/3 rule enforcement • governance-first

Sacore Lite – Employee-Based SACCO Management System

Sacore Lite is designed for employee-based and institutional SACCOs that want structured control over savings and lending - without depending on payroll integration. It strengthens governance, enforces policy (including the 1/3 rule), and provides a member portal for transparency.

Policy
1/3 rule enforced
Risk
Guarantor control
Members
Self-service portal

What Sacore Lite Fixes

Employee SACCOs often run critical operations on spreadsheets, informal approvals, and weak guarantor oversight. Sacore Lite replaces that with policy-driven automation.

Manual savings tracking

Real-time balances, statements, and contribution history - no spreadsheets.

Weak guarantor oversight

Exposure tracking and rule enforcement prevents over-commitment.

Poor 1/3 rule enforcement

Non-compliant loans cannot be approved - policy is enforced automatically.

Employment & Net Pay Management (No Payroll Dependency)

Sacore Lite supports controlled tracking of employee net pay to accurately determine loan eligibility.

Net pay capabilities
  • Manual entry of current net pay (controlled).
  • Net pay history tracking.
  • Editable with audit trail.
  • No payroll integration required.
  • Supports affordability and take-home calculations.
Governance benefits
  • Clear accountability on who edited net pay and why.
  • Eligibility decisions are evidence-based.
  • Stronger compliance with internal lending policies.
  • Reduces disputes and approval friction.

Savings Management

Transparent tracking for mandatory and voluntary contributions with statements and workflows.

Savings capabilities
  • Mandatory and voluntary savings contributions.
  • Real-time savings balances.
  • Withdrawal request workflow (optional approvals).
  • Savings statements generation.
  • Contribution history tracking.
Member impact
  • Members see balances without visiting the office.
  • Clear statements reduce disputes.
  • Improved trust and transparency.
  • Reduced admin workload.

Structured Loans + 1/3 Rule Enforcement

Standardize lending: application → eligibility → guarantors → approvals → disbursement → schedules → tracking.

Loan workflow includes
  • Loan application submission.
  • Automated eligibility validation.
  • Guarantor nomination workflow.
  • Management review and approval.
  • Loan disbursement recording.
  • Full audit trail across stages.
Repayments & tracking
  • Automatic repayment schedule generation.
  • Installment tracking with partial payments support.
  • Outstanding balance monitoring.
  • Early clearance support.
  • Arrears tracking and monitoring.
Policy enforcement by default

Sacore Lite validates that loan deductions do not reduce take-home pay below one-third of net pay. Non-compliant loans cannot be approved - protecting members and reducing default risk.

Guarantor Requirements & Exposure Control

Configurable guarantor policies per loan type with active exposure monitoring.

Configurable requirements
  • Define number of guarantors per loan type.
  • Set exposure limits and eligibility rules.
  • Loan category policies stored as data.
  • Flexible without custom development.
Exposure control
  • Tracks total guaranteed amount per member.
  • Prevents over-commitment automatically.
  • Guarantor exposure reports.
  • Supports responsible lending and stability.

Member Self-Service Portal

Empower members while reducing administrative workload.

Member dashboard
  • Total savings balance visibility.
  • Active loan balances and repayment schedules.
  • Next due installment.
  • Guarantor commitments visibility.
  • Statements download (optional).
Benefits
  • Fewer office visits and calls.
  • Better transparency and trust.
  • Faster servicing for members.
  • Reduced admin overhead for staff.

Dashboards & Reporting

Operational visibility for management and committees.

Savings balances & trends
Loan portfolio status
Arrears tracking
Guarantor exposure reports
Audit trail summaries
Member insights

Frequently Asked Questions

Quick answers for employee-based SACCOs.

Do we need payroll integration?
No. Sacore Lite supports manual net pay tracking with audit trails for controlled loan qualification.
Is the 1/3 rule enforced automatically?
Yes. Non-compliant loans cannot be approved.
Can we control guarantor exposure?
Yes. The system tracks and prevents over-commitment and provides exposure reports.
Do members get a portal?
Yes. Members can view balances, loans, schedules, and commitments (and download statements if enabled).
Next step

Book a Sacore Lite demo

See net pay tracking, savings, lending workflows, guarantor exposure controls, 1/3 rule enforcement, member portal, and reporting.