Setup FAQ

How to configure automatic write-offs and havnd-overs?

To configure automation for handovers and write-off status changes, navigate to: Setup Menu → Configuration Options → Adverse Tab

Within this section, you’ll be able to:

• Set the earliest permissible period for both automatic handovers and write-offs

• Specify the day of the month when the automation should run

• Select the branches for which these automation features should be enabled

For more detailed instructions, click the link below to access the full guide.

App Configuration | Mobiloan User Guidedocs.mobiloan.io

How can I ensure that commission agents are required when creating a new loan?

This is configured in the commission setup and requires the relevant 'Loan Requirement' column to be set as Required, as shown in the screenshot below.

For further information on setting up commission structures, please click the following link:

Commission Setup | Mobiloan User Guidedocs.mobiloan.io