Mobiloan User Guide

Welcome to the Mobiloan User Guide! This comprehensive resource is designed to help you navigate and make the most of Mobiloan’s innovative features and services. Whether you’re a first-time user or looking to explore advanced functionalities, this guide provides step-by-step instructions, tips, and insights to ensure a seamless experience.

To get started, use the links below to navigate through the guide. If you’re new to Mobiloan, we recommend beginning with our Introduction Page for an overview of the platform.

GETTING STARTED

• Introduction

• Installation & Login

• Home Screen Navigation

• Help and Support

SETUP & CONFIG

• Allps Setup

• Billing Module

• Branch Setup

• Category Setup

• Commission Setup

• Company Setup

• Document Setup

• Insurance Setup

• Loan Product Setup

• Loan Purpose Setup

• Payout Method Setup

• Repayment Method Setup

• Role Setup

• Sudonum Setup

• Transaction Setup

• Configuration Settings

MAIN MENU

• Origination Menu

• Collection Menu

• Transaction Menu

• Reporting Menu

• Tools Menu

• Maintenance Menu

AI Search Bar

Quickly find what you need by using the search bar with relevant keywords—it’s a fast and efficient way to locate specific information.

ONLINE LENDING

• Introduction

• Configuration Steps

✨AUTOMATION

• Background Schedulers

• Email Verification

• Handover & Write-off

INTEGRATION PARTNERS

• FICA

• Amplifin

• SACRRA

• NCR

• Experian

• Xpert Decision Systems

• Finch Technologies

• Sudonum