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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On this page
  • Search for Active Loan Applications within the Current Branch
  • How to Find an Active Loan:

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  1. MAIN MENU
  2. Origination Menu

Search Active

PreviousMy EvaluationsNextQuotation

Last updated 2 months ago

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Search for Active Loan Applications within the Current Branch

This guide will assist you in locating active loan applications within the system. Whether you're looking to take further action or simply view the details, you can easily search using the Search Dialog that appears upon selecting the Search Active menu itemm.


How to Find an Active Loan:

  1. Choose a Search Method: Select a search method by selecting the first dropdown and chose the most suitable search method from the available options (as shown below).

  1. Enter Required Details: After selecting a search method, input the relevant details to refine your search results.

  1. Perform an Action: Depending on the loan’s stage, Mobiloan will guide you to either the Origination or Payout stage, automatically populating details from prior entries.


💯 The ability to search using various filters, combined with Mobiloan’s automation of loan details, simplifies the process and enhances your workflow. Whether you're taking further action or reviewing information, you can quickly access the relevant details to move forward with the loan application process.

Search Dialog
Select a Search Method