Screen Layout

This feature allows you to view and manage all of a client's information, including bank accounts, allps accounts, addresses, and any other data that has been created for them throughout their lifecycle in Mobiloan.

To get started, simply load in a client and view the details presented by mobiloan, as seen in the screenshot below

Summary Table

This is done as a first step of client validation and allows the user to :

• View the branch that the client belongs to,

• View the client category,

• View the Area that the client is assigned to,

• View date that the client was added to Mobiloan,

• View the most recent date of OTP verification (if applicable).

Selectable Cells

• Edit the client's status.

• Edit the client's profile.

• Call the client / or other related personnel.

• Edit the client's occupation

• View the Client ledger .

Navigating between clients

The client navigation feature located at the bottom of the screen, allows the user to change the client in reference by using either a client search, or a backward and forward navigation. (as seen below).

• to navigate per client in the list of clients in the database.

• to navigate per 10 clients in the list of clients in the database.

• to perform a client search.