General Configuration
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This section details the essential settings you need to provide in the first step of the configuration process. You'll find these settings under the "Preferences" section on the sidebar.
We'll explain each option along the way.
Clarification for Non-Intuitive Fields:
Name
Internal Name of the current Web App (for Mobiloan reference only)
Web App Subdomain
Specify the prefix you would like to use before the .mobiloan.io reference in the website address.
Branch Rule Preference
Preferred Branch for loan applications with reference to the originator:
Agent > Client > Default: Loan goes to agent's branch first where there exists both an agent and existing client.
Client > Agent > Default: Loan goes to existing client's branch first (if available).
Always Default Branch: Loan always uses the default branch.
Default Branch
The default allocated branch for all loan applications.
Enable preapproval for new/existing clients to require them to request a loan pre-approval before completing the full application.
This will prevent the client from fully completing the application in the event that their application get's declined.
It also acts as a preventative measure for reckless lending and mimics the evaluation process used for verifying oans created by tellers in the branch.
This entails staff review affordability and creditworthiness before the loan application submission.
Applicants can check their loan preapproval status by simply re-applying on the website.
My Mobiloan will then advise the client whether their application was approved by your staff.
