Mobiloan User Guide
FAQWhat's NewHome Page
  • Mobiloan User Guide
  • GETTING STARTED
    • Introduction
    • Installation & Login
      • Device Compatibility
      • Multiple Container Support
    • 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
        • Step 1 - New Loan
        • Step 2 - Credit Enquiry
        • Step 3 - Affordability
        • Step 4 - Product
        • Step 5 - Client
        • Step 6 - Transaction
        • Step 7 -Documents
        • Step 8 - Signature
      • Payout Process
        • Step 1 - Payout Review
        • Step 2 - Debit Order Contract Creation
        • Step 3 - Payout Account Configuration
        • Step 4 - Payout the Loan
      • 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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  • Welcome to the Mobiloan Home Screen
  • Navigation and Sync Status
  • The Hamburger Menu

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  1. GETTING STARTED

Home Screen Navigation

PreviousMultiple Container SupportNextHelp and Support

Last updated 4 days ago

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Welcome to the Mobiloan Home Screen

The Mobiloan Home Screen acts as your central dashboard, providing access to all modules and features available to you.

It is tailored to your specific user permissions, displaying only the modules relevant to your access level and selected branch—ensuring a focused and efficient user experience.

The table below provides an overview of what each Home Screen Module in Mobiloan represents.

Origination

Manages the entire loan application, approval and payout process.

Collection

Facilitates debt collection through payment follow ups, overdue loan tracking and payment rescheduling options through an efficient ticketing system.

Transaction

Management of all financial transactions including loan balance corrections, cashbox reconciliation and purchase sale transactions

Reporting

Provides business intelligence and financial analytics, including loan performance reports, collection efficiency analysis, compliance reports, and custom report generation tools.

Tools

Offers utility tools to improve workflow efficiency, such as independent credit checks, communication tools (email/SMS notifications), document file sharing and audit logging features.

Maintenance

Focuses on maintaining data related to clients and loans as well as system information such as devices, users and areas etc.

Setup

Manages system setup and user configurations, including Allps account creation, branch and office setup, loan product customization etc.


Navigation and Sync Status

In the top-right corner of the Home Page, users will find the following:

  • Hamburger Menu – Provides access to additional navigation options and remains visible throughout the app for easy access.

  • Sync Status Indicator – Displays the current synchronization status between the app and the database.

    • A red cross (❌) indicates that the app is not connected to a stable internet connection.

    • Every 2 minutes, you may notice an upload (⬆️) or download (⬇️) arrow, showing that the app is actively sending or retrieving data from the centralized cloud server.


The Hamburger Menu

The Hamburger menu, represented by three horizontal dots, provides additional functionalities that enhance user experience.

Home

Redirects users to the Mobiloan Home Page when clicked or tapped.

Page Shortcuts (Desktop Only)

Displays available keyboard shortcuts for the current view, allowing users to use key combinations (e.g., ALT + O for Origination).

Reload Page

Refreshes the current view without navigating away, ensuring updated data is displayed.

System Status

Opens a modal with details on device info, branch/session status, uptime history, and legal information.

Help & Support

Provides access to the Mobiloan Support Desk, User Guide, and Amplifin Support (requires Sudonum).

Switch Apps

Allows switching between demonstration and live instances.

Diagnostics

Displays network, storage, GPS, and application log information. Also allows users to upload diagnostic reports or leave the app.

Messages

Shows notifications, system messages, and user communications.

Language Selection

Allows users to change the language (currently only English is supported).

About Mobiloan

Displays general information about the Mobiloan app and device details.

Sync Data

Manually synchronizes data with the instance database (typically needed only for support requests).


Mobiloan Pages: main_menu

Selecting the Hamburger Menu Icon " " located in the top right corner of the screen, will present a drop down menu (shown below).

Origination Menu
Collection Menu
Transaction Menu
Reporting Module
Tools Menu
Maintenance Menu
Setup Menu