Mobiloan User Guide
FAQWhat's NewHome Page
  • Mobiloan User Guide
  • GETTING STARTED
    • Introduction
    • Installation & Login
    • Home Screen Navigation
    • Help and Support
  • SETUP & CONFIG
    • Setup Menu
      • 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
    • App Configuration
  • MAIN MENU
    • Origination Menu
      • New Loan
      • Payout Process
      • Active Loans
      • My Evaluations
      • Search Active
      • Quotation
    • Collection Menu
      • All Active Tickets
      • My Assigned Tickets
      • Search Single
      • Search Multiple
    • Transaction Menu
      • Client Ledger
        • Loan Ledger
        • Allps Promissory
      • Purchase Sale
      • Reconcile Transactions
      • Search Transactions
    • Reporting
      • Tools & Features
        • Basic Features
        • Google Sheets Integration
        • Year Agnostic Date Filters
        • Report Based SMS's
      • Custom Reports
        • Create New Using Designer
        • Custom SQL on blank template
        • Create a Standard Copy
        • Official Table Schema
      • Advanced Reporting
        • Insurance Report
        • Standard SMR
        • Profit and Loss Report
    • Tools Menu
      • Commission
      • Bulk Hold
      • Messaging
      • Data Export
      • Payroll Remittance
      • Voice Calling
      • Audit Log
      • Fileshare
      • Asset Register
    • Maintenance Menu
      • Client
      • Loan
      • Agent
      • Area
      • Device
      • Employer
      • Supplier
      • User
  • ONLINE LENDING
    • Introduction
    • Configuration Steps
      • Step 1 - Enable branches for online lending
      • Step 2 - Add a new `WebApp`
      • Step 3 - Complete the Workflow
        • General Configuration
        • Category and Branch Configuration
        • Online Payroll Configuration
        • 🎨Web app Customization
  • ✨AUTOMATION
    • Background Schedulers
    • Email Verification
  • Digital Bank Statements
  • INTEGRATION PARTNERS
    • Amplifin
    • Insurance Providers
    • Experian
    • Xpert Decision Systems
    • Finch Technologies
    • Sudonum
    • SACRRA
    • NCR
  • Network Security and Infrastruture
    • Policies and Implementation
  • Disclaimer
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Disclaimer

Introduction

At Mobiloan (Pty) Ltd we strive to provide accurate, informative, and engaging content.

However, it is important to note that the information presented in this User Manual is for general purposes only.

We aim to ensure the accuracy and reliability of the information published, but we cannot guarantee the completeness, suitability, or validity of the content.

This disclaimer is designed to outline the boundaries of our liability and responsibilities concerning the use of this user manual.

By accessing and using this user manual, you agree to the terms and conditions set forth in this disclaimer.

General content

While the team at Mobiloan (Pty) Ltd endeavors to keep this User Guide, related video content and documents up to date and as current as possible, it is possible that your Mobiloan in app experience may differ.

Discrepancies should please be reported to our support team on support@modalityapps.com and we will endeavor to remedy the same.

Best practices, methods and procedural recommendations

While the writers of this User Guide may either directly or indirectly outline what they consider to be best practices, appropriate methods or procedural recommendations in the setup and management of your Mobiloan instance and configuration, ultimately the responsibility for the management of your business and the configuration of your Mobiloan instance as well as compliance with legislative and regulatory requirements is your responsibility.

Mobiloan (Pty) Ltd, it's directors and shareholders are in no way responsible for any loss or damages that might be incurred by you or your business for relying on or implementing any best practice, appropriate method or procedure expressed in this User Guide except to the extent that the configuration, setup and implementation was performed by a member of staff of Mobiloan (Pty) Ltd:

  • By way of formal written agreement;

  • Consideration was duly paid specifically for the aforementioned; and

  • The same has remained unmodified by you, your business, agents, representatives, employees or such similar person when the loss was incurred.

Opinions

Any and all opinions expressed within the User Guide and related content are the opinions of the writer, Mobiloan (Pty) Ltd, it's directors and shareholders do not necessarily agree with, endorse, nor support those same opinions.

Clarity and commentary on particular viewpoints or opinions can be obtained from Mobiloan (Pty) Ltd by addressing your query to support@modalityapps.com.

PreviousPolicies and Implementation

Last updated 10 months ago

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