Advanced Reporting

To advanced reports, select the option to access the Advanced Reports Menu:

Standard SMR (Summarized Management Report)

This is a Mobiloan Report generated as a consolidate report of our standard suite.

This report highlights the values you're really interested in and includes a New Loans count, receipt analysis, Client Analysis and Age analysis.

To generate the Standard SMR report, select the "Standard SMR" option from the menu that appears after selecting the button from the Reporting Module.

For more information, click the page link below:

NCR Form 39 Report

The Form 39 declaration is generated by Mobiloan per company and are based on an annual or quarterly period.

This is a legal document required by the National Credit Regulator (NCR) used to declare the affordability of a loan by the borrower.

The Declaration includes various details about the borrower's income, expenses, and financial obligations.

By signing the NCR Form 39 Declaration serves as a legal document that can be used in the event of any disputes or legal proceedings related to the loan.

To generate the Form 39 Declaration, select the "Create NCR Form 39" option from the menu that appears after selecting the button from the Reporting Module.

SARS output VAT report

The SARS Output VAT report is a tax return that is filed by businesses in South Africa that are registered for VAT.

The report shows the amount of VAT that the business has charged on its sales (output tax) and the amount of VAT that the business has incurred on its purchases (input tax). The difference between the output tax and the input tax is either paid to SARS or claimed as a refund.

To generate the SARS Output VAT report, select the "SARS output VAT" option from the menu that appears after selecting the button from the Reporting Module.

Insurance Report

The Insurance Report report allows you to download a list of policies included in loans that have been paid out within the specified date range.

To download the Insurance Report, select the Insurance Report option from the menu that appears after selecting the button from the Reporting Module.

SACCRA File Download Tool

The SACRRA File Download Tool—serves as a comprehensive submission management system, streamlining both the verification and retrieval processes for credit data submitted to bureaus.

This tool allows you to easily access daily or monthly submission files that were automatically sent on your behalf. These files can be used for cross-referencing credit inquiries or verifying the data shared with credit bureaus:

• Daily files include all new registrations and closures.

• Monthly files provide balance updates only.

Button Functionality

• Retrieve Upload Confirmation Use this button to verify the submission status without downloading the actual file. It opens a modal displaying a summary table of submission details and current status.

• Retrieve File Download Use this button when you need to download the actual submission file for record-keeping or resubmission. It immediately initiates a file download to your local system.

Viewing SASSA Payout Dates

You can view the declared SASSA payout dates for the next 6 months!

To access the payout dates, simply select the View SASSA payout dates option from the menu that appears after selecting the option in the Reporting Module.