Mobiloan User Guide
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  • 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
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    • Transaction Menu
      • Client Ledger
        • Loan Ledger
        • Allps Promissory
      • Purchase Sale
      • Reconcile Transactions
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    • 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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  1. MAIN MENU

Tools Menu

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Last updated 1 month ago

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Welcome to the Tools Menu

This menu includes helpful features and tools that support users or don’t belong to a specific workflow. For a quick overview, see the table below.

Menu Item
Description

Credit Enquiry

  • By selecting this option, the user can request a credit enquiry outside of the origination workflow.

  • Simply load the client into Mobiloan using the available client search options.

Commission

  • Typically used for managing Commission Disbursements, this feature allows users to pay out pending commissions, view an agent's payment history, or search through any commission transactions.

Bulk Hold

  • This feature allows for the bulk change of client hold statuses - for example - Active Client's to Management Hold.

Messaging

  • Allows for the creation and management of custom SMS's, Broadcasts, Emails and in-app notifications

Data Export

  • This feature allows for the extraction and conversion of queried from Mobiloan into an Excel spreadsheet or CSV format.

Payroll Remittance

  • For businesses that lend out to companies on Payroll,a this module allows for the disbursement and management of various payroll remittances.

Voice Calling

  • Allows for outbound voice calls within the application.

Audit Log

  • Allows for auditing a partcilar data model within the app - which includes the creates / updates and deltions of specified objects within the model -

  • For example - using the audit logs - you can view whicjh user created / deleted and modified a certain client.

  • This feature allows you to create customizable, shareable media objects.

  • The Asset Register helps maintain control over your business resources, optimize asset utilization.

For more information, see

https://docs.mobiloan.io/main-menu/origination-menu/new-loan#step-2-credit-enquiry-and-assessment
Fileshare
Asset Register