Mobiloan User Guide

FAQ What's New Home

FAQ What's New Home

Mobiloan User Guide
GETTING STARTED
SETUP & TOOLS
- Setup Menu
- Configuration Menu
MAIN MENU
ONLINE LENDING
- Introduction
- Configuration Steps
✨AUTOMATION
INTEGRATION PARTNERS

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3- Permissions and Access

Mobiloan Insurance Integration

PreviousGuardrisk Next4 - Payment Allocation Assignments

Last updated 1 month ago

Item

Description

Authorized Loan Frequencies

Select the loan types for which this insurance product is authorized. Options include New Client, Dormant Client, Repeat Loan, and Topup Loan, allowing for tailored insurance offerings.

Authorized Branches

Choose the branches that are permitted to process transactions for this insurance product. Options include Copper Creek and Impumelelo Msunduzi, ensuring localized service compliance.

Authorized Loan Products

Select the loan products that can be associated with this insurance product. The option to select all products simplifies the setup, but specific products can also be individually checked.

Authorized Categories

Identify the client categories eligible for this insurance product. Categories may include Government Pension, Payroll UG, Sassa Disability, Sassa Old Age, Sassa Other Grant, and Worker.