Introduction
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As an end user, we encourage you to take the time to explore the relevant sections of this User Guide to gain a thorough understanding of Mobiloan’s capabilities and to effectively train your team. To help you get started quickly and efficiently, we’ve organized key sections tailored to your role and specific needs.
By diving into the sections most relevant to you, you’ll be able to maximize Mobiloan’s potential and streamline learning processes.
Junior and Senior Originators
Creating a New Loan
Paying out a Loan
Monitoring active loans
Loan Evaluations
Loan Quotations
Branch Managers
Operations Managers
Monitoring open collection tickets
Viewing assigned tickets
Actioning overdue collections
Branch Managers
Operations Managers
Client Ledger Transactions
Purchase Sale Creations
Day end reconciliations
Super Users
Branch Managers
Operations Managers
Standard Reporting Module
Advanced Business Reports
All Roles
Miscellaneous Tools & Features
Branch Managers
Super Users
Operations Managers
Updating Client and Loan Information
Maintain Operation Data e.g. employers, suppliers, areas etc.
Adding new users and devices.
Super Users only
Modifying Branch / Company and Loan Configuration Settings
Adjusting Lending Parameters
In addition to this User Guide, we maintain a comprehensive library of supporting documentation to provide further assistance on topics that may not be covered here. These resources include detailed guides, FAQs, troubleshooting tips, and best practices to help you address specific needs or challenges.
Staying up to date with the latest advancements will help you make the most of new features—be sure to visit our What's New website for updates.
For those just getting started, our FAQ website is a valuable resource, offering a curated list of common questions asked by new users. You can access these resources using the links below.
