Setup Menu
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During our onboarding and training sessions, we often describe the setup process as an Alignment Session. The goal is to ensure that Mobiloan and its key components are configured to align with your specific business needs. This involves tailoring various aspects of the loan management system to meet your requirements effectively.
The Setup Menu includes the following items, each documented in detail to guide you through the configuration process:
Allps
Management of Amplifin Integration Users, Allps Session Logins, and Branch Assignments
Reserved for Amplifin/Mobiloan Support Administrators.
Billing
A read-only interface, enabling accountants to access the billing package for any specific period they are currently subscribed to.
Branch
Create, edit, and manage branches in Mobiloan
Category
Define and manage client categories (e.g., workers, grant recipients) for lending,
Customizing key settings and lending parameters for each.
Category Setup
Commission
Set up commission rules, rates, and payout structures for agents , brokers or both.
Commission Rule Setup
Company
Create, edit, and manage companies in Mobiloan.
Company Setup
Document
Create, edit and manage loan documents and their associated upload types and requirement rules.
Document Setup
Insurance
Create, configure and manage one or more loan insurance products.
Insurance Setup
Loan Product
Create and configure credit types as Loan Products.
Customize loan products to meet specific business needs.
Loan Product Setup
Online Webapp
Create and configure online web portals.
Customize settings for the web application interface and user experience to meet specific needs.
Online Webapp Setup
Payout Method
Create and configure payout options (e.g. Wallet, Cash, Custom ).
Payout Method Setup
Repayment Method
Create and configure repayment options (e.g., Debi-check, bank transfer, EFT, cash).
Repayment Method Setup
Role
Define user access roles and associated access rights.
Customize roles to meet specific access control needs.
Role Setup
Sudonum
Create and manage Sudonum and Branch Target numbers .
Allows for in-app calling
Sudonum Setup
Transaction
Define transaction types and customize to meet specific business accounting needs.
Transaction Setup
Configuration
One-time setup to define the platform's overall behavior, including user login settings, app alerts, expiry times, adverse settings, background automation, and more.
Configuration Menu
