Introduction

Welcome to the Category Setup.

Our aim is to provide you with comprehensive guidance on the process of setting up Client Categories.

We suggest that you begin by viewing the training video and subsequently reviewing all the written content on this page.

This approach will enable you to acquire a thorough understanding of the setup procedure, thereby ensuring that you are adequately equipped to navigate through it with proficiency.

Watch the video tutorial below to learn about setting up client categories in Mobiloan.

Each step in the setup process is outlined in the side bar and consists of it's own related set of configuration settings.

The steps involved in the Category Setup include the following (Select a link to navigate to the corresponding information).