Mobiloan User Guide

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Mobiloan User Guide
GETTING STARTED
SETUP & CONFIG
- Setup Menu
- App Configuration
MAIN MENU
ONLINE LENDING
- Introduction
- Configuration Steps
✨AUTOMATION
- Background Schedulers
- Email Verification
Digital Bank Statements
INTEGRATION PARTNERS
Network Security and Infrastruture
- Policies and Implementation
Disclaimer

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Welcome to the Client Ledger Screen!
Getting Started - Searching a Client
Getting Started - Client Ledger Options
Client Ledger Statements
Linked and Unlinked Transactions
Creating a New Manual Transaction

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MAIN MENU

Transaction Menu

Client Ledger

Transaction Menu

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Last updated 1 month ago

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