Step 1 - Client
Last updated
Last updated
To create a new client category, you must define the Client Type, Category Name, and the Age Limit parameters for this new category. The screenshot below illustrates the first step in this process: configuring the client category details.
The first step is to select the Client Type that best matches the new category. This is a crucial decision as it determines how clients within this category will be managed, based on their income source and other key factors.
Determine the primary source of income or shared characteristics of the clients in this category to guide your selection.
Each client type comes with distinct attributes such as payment frequency, source of income, and employer. For example, grant recipients have fluctuating payout dates, which Mobiloan tracks through up-to-date SASSA Processing Dates.
Enter the name for this new client category. This name will help you easily identify and manage clients who fall under this classification.
Minimum Age Limit
Set the minimum age a client must be to qualify for this category. Typically, this is set to 18 years to comply with legal requirements for financial agreements.
Maximum Age Limit
Define the upper age limit for clients in this category, ensuring that only individuals within the specified age range are eligible for loans.
Once all the necessary fields are filled out, click Next to proceed with configuring further details for the new client category.
This configuration is crucial in ensuring that clients are segmented appropriately based on their income source and age, allowing for tailored financial products and better service delivery.
