Overview

The New Loan Batch function in MAXMONEY enables you to send a batch of SMS messages to clients who are eligible to apply for a new loan. This feature helps in proactively engaging with potential borrowers.

How to Access

To access this function, navigate to:

Processing > MAXSMS > Send SMS to New Loan

Eligibility Criteria

SMS messages will be sent to clients who meet the following criteria:

• Inactive Clients: The client's status must be inactive.

• Good Status: The client must have a "Good" status.

• New Loans Allowed = Enabled: The client's profile must have the "New Loans Allowed" option enabled.

New Loan Message Setup

Before sending the batch, ensure your new loan message is configured:

MaxSMS New Loan Default Message

1. Navigate to Setups > MAXSMS > Messages.

2. Set up the default SMS message that will be sent to clients eligible for a new loan.

Enable MIS SMSs

To ensure the functionality is active:

1. Navigate to MAXMONEY > Setups > MAXSMS > General.

2. Confirm that MIS SMSs are enabled.