Step 9 - Authorization

Lastly, the user needs to determine which of the following attributes will be associated with the New Client Category(as seen in the screenshot below).

All checkboxes that are blank will mean that the current client category will not be authorized for use in that area, which include

  • Authorized loan purposes.

  • Authorized loan repayment methods.

  • Authorized loan payout methods .

  • Authorized agent commission rules.

  • Authorized branches.

  • Authorized loan products and

  • Authorized document types

That is it. The last step is done.

This is all you need to know to successfully create a new client category in Mobiloan.

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