Login & navigation FAQ

This page addresses basic and fundamental questions about logging into the app for the first time, including where to start and how to navigate the various app components.

First Time Login

To log in, enter your user ID (the first 6 digits of your South African ID number) followed by your password. If this is your first time logging in, leave the password field blank. Mobiloan will guide you through setting up your user information and password.

For more details, select the link below.

First Time Login Guide

Additional Login Security

For enhanced security, users can opt for OTP Confirmation as a second authentication method alongside their password to verify identity, usually via SMS.

Mobiloan also supports the Surephrase Passkey, an 8-digit key that requests random missing characters from the passkey at each login attempt. For more information, select the link below.

Additional login security

Home Screen Overview

The Home Screen displays main menu modules and branches, tailored based on the user's role rights and access level.

For more information on the Home Screen Menu Items, click the link below.

Home Screen
  • Sync Status Icon: Indicates when the app is syncing in real-time with the central cloud server.

  • Hamburger Menu: Located in the top-right corner for easy navigation.

For more information, click the link below.

Hamburger Menu

Switching Between Live & Demo

Mobiloan is available in both production and demo environments. The demo environment is used for staging new setup configurations and testing loans and operations for training purposes. Every Sunday, all setup and configuration items are updated in the demo environment.

Switching Apps

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