You need to register your financial services company upon which access will be given allowing you to register your employees
and assign to them roles within your company portal.
this allows your employees to start using the loan portal for day to day operations of your financial services company.
SA Loans Features
SA Loans allows your Company Marketing Employees to gather leads in the fields and have your office respond to those leads at the same time
as any update on your application is seen everywhere at the same time.
this will highly improve convention rates for your Marketing Department, directly translating to more income for your company.
Leads can also be converted into loan taking clients without further data input as records will already have been
There are two portions to our Credit Rating Facility , Client History and Global History .
Client History is a local credit history of the client this is the history of the client within your financial institution
Global History is a history of the client within your financial institutions and also other financial institutions that uses Sa Loans.
Within the Credit Rating Section of our financial services portal there is also a client tracing module which allows your financial institution
to trace clients details as you need them.
The module can help
Find Client known Addresses
Verify Client South African ID Numbers
Verify Drivers License
Run a complete consumer trace on Client
Find an ID Number with a Cell Number of the Client
Verify & Trace Client's Bank Account Details
The Loans Module helps gather clients information and also with creation of client file both in digital and paper format.
Module also helps to calculate loan Affordability
Loan Repayment Terms
After a loan is activated SA Loans also helps with tracing which loans have been actually paid to clients bank accounts
and also helps with sending notification messages to the correct employee or employer to approve the loan and also make
payment to the client upon approval.
Employees can also use the loans module to open and edit personal details of clients who where given loans before say in the case
of change of address, bank account details, employment information, and or contact details.
The module helps inform your employees for each upcoming payments and also amounts expected to be paid out.
The payment processing module also tracks outstanding payments, and also cases where bank account details of the
client has been changed.
The module basically tracks employee activity and helps to serve as a reminder in case the employee has
to remember what he/she did in a certain date.
The profile section is directly linked to the forms where such actions have been performed
Helps employees and employers to send messages to each other in real time .
Helps employers and managers to manage company operations employees, and also to access financial reporting
information on the state of the company finances.
Employee payroll information is also controlled within this module.
SA Loans differs from other portals out there as each client or user can basically request extra features upon registration which
means every client can have their own customized portal allowing them to best cater for their clients. in a way they understand best.