FAQ
User GuideWhat's NewHome Page
  • Frequently Asked Questions
  • FIRST FLIGHT
    • What can the Mobiloan App Do?
    • What are the device requirements?
    • How much does Mobiloan cost?
    • Can I migrate to Mobiloan with an existing Amplifin subscription?
    • How do I reset my login password?
  • LOAN ORIGINATION
    • What are the various loan statuses?
    • How do I unblock a blocked loan?
    • How can I dispute a credit bureau listing that is incorrect ?
    • How to add Custom Informal Occupations ?
    • How to Retrieve and Authorize Electronic Bank Statements in Mobiloan
    • Why does Mobiloan remove the expense disclosure ?
    • How does Mobiloan Calculate the Minimum Expenses Required on an given loan?
    • How to capture the address of a client?
    • How to perform a FIC Enquiry ?
    • Why is Mobiloan allocating the surplus as an expense, and removing the NCR disclosure?
    • How to reverse a loan payout?
    • What is Management Hold Signoff Payout Alert?
    • How to create and link a FEZA Card to a client?
  • COLLECTION
  • What are the Benefits of a Ticketing System for Overdue Collections
  • What do the various collection ticket categories mean ?
  • How to update the status of a collection ticket?
  • How to view a summary of collection tickets?
  • TRANSACTIONS
    • What are the basic navigation shortcuts on the Client Ledger Screen?
    • How do I manually change the status of a loan?
    • How do I manage Unlinked Transactions?
    • How does Mobiloan manage adverse loans?
    • How do I post a manual receipt/refund ?
    • How to perform a wallet or eft refund?
    • What is a payout deduction?
    • How to resubmit a loan status to SACCRA?
  • How to Enable Auto - Handover and Auto - Write Offs.
  • MAINTENANCE
    • How to create a new device in Mobiloan?
    • How to generate a new enrolment link for a device?
    • How to create a new user in Mobiloan?
    • How can I modify the ID Number or Passport of an exiting Client?
  • troubleshooting
    • How to upload a diagnostic report ?
    • Why do outgoing voice calls go directly to voicemail?
    • How do I fix the time synchronization error on my Windows PC?
    • How to Grant Storage and Camera Permissions to the "Mobiloan" App on Android?
    • How to bypass the Mac Installation Warning?
    • Why aren't all users populating when selecting a branch manager in Branch Setup?
  • How to Clear Browser Cache for Various Desktop and Mobile Browsers
  • GENERAL
    • How to enable multi-factor login authentication ?
    • About Mobiloan - FIC Integration
    • What languages does Mobiloan support for contractual agreements?
    • How do I enable Multiple Mobiloan Containers on my Desktop PC?
    • How do I Contact Mobiloan Support?
    • How do I verify my Email Address?
    • How can I add cellphone numbers to SMS messages without triggering a Mobiloan warning?
    • Understanding and Leveraging the Search Results Screen in Mobiloan
    • How do I get started with Insurance Integration ?
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On this page
  • 1 - Manual Mapping for Non-Client and Non-Loan Data
  • 2 - Automated Importing of client profiles

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  1. FIRST FLIGHT

Can I migrate to Mobiloan with an existing Amplifin subscription?

Yes, you can migrate your existing client data to Mobiloan using your Amplifin subscription. The process utilizes your Allps Branch Code as the primary source for data extraction.

1 - Manual Mapping for Non-Client and Non-Loan Data

For non-client and non-loan-related data, such as addresses, areas, agents, employers, and notes, manual input is required. Users must populate a spreadsheet with pre-defined fields to map this data accurately.

Transactional data is not included in the import process. To prevent discrepancies, we recommend collecting all relevant transactional records from your previous system before starting the migration.

2 - Automated Importing of client profiles

An automated nightly scheduler ensures the accuracy of client records by scanning Allps-i for missing client information and seamlessly importing it into Mobiloan.

For step-by-step guidance or assistance with the data import process, feel free to reach out to Mobiloan Support at support@mobiloan.io. We’re here to help ensure a smooth transition!

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Last updated 2 months ago

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