Tools Menu
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.
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.
For more information, see https://docs.mobiloan.io/main-menu/origination-menu/new-loan#step-2-credit-enquiry-and-assessment
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.
Last updated
Was this helpful?