Tools Menu

Welcome to the Tools Menu

This menu is designed to showcase features that can help or support users, or those that don't fit directly into a specific workflow.

For a concise overview of what you can expect to find in this menu, please refer to 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. 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, 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.
Fileshare	This feature allows you to create customizable, shareable media objects.
Asset Register	The Asset Register helps maintain control over your business resources, optimize asset utilization.