This new version of MAXMONEY is packed with updates focused on Lay-Buys, Reporting, and Client Management to streamline your workflows.

Lay-Buys Management

We've added new tools for better tracking and documentation of lay-buys:

• Detailed Lay-Buy Report: A brand-new report is now available! Easily generate a comprehensive list of all lay-buys created within a specific date range.

• Enhanced Lay-Buy History: The Lay-Buy History now supports:

  • Attached Documentation: Upload and view relevant documents directly within the lay-buy record.

  • Payback Instructions: Clearly record and view specific repayment instructions.

Custom Client Statuses

• Custom Status Labels: You can now create your own custom client statuses! This new field allows you to define statuses tailored to your business needs and assign specific loan creation permission rules to each one.

Client Log Updates

• Note Change Tracking: The Client Log will now automatically record an entry whenever a client's display note is modified, improving audit trails.

Affordability

• Employer Classification: To assign affordability restrictions to specific employers, use the employer classification setup.

Reporting Improvements

We've enhanced several key reports for greater flexibility and insight:

• Active Loan Outstanding Breakdown Report: This report now includes a filter, allowing you to quickly isolate loans with "Active" and "Non-Performing" statuses.

• Consortium Reporting: The following reports are now available for consortiums (groups of companies), providing a consolidated view of operations:

  • Loan per Hour Report

  • Receipt between Dates Report

MAXAPP (Mobile Application) Enhancements

The MAXAPP has been updated to make the loan application process faster and more robust.

• Improved New Loan Flow: We've enhanced the navigation during the credit check process for new loan applications, making it smoother and more intuitive.

• Email Update Flexibility: You can now successfully update a client's email address even if a home telephone number is not present on file.

• Digital Loan Process: The mobile app now supports loan quotation generation and e-signing of loan documents directly within the application, accelerating the loan process.

• Enable Countries: Botswana, Zambia, Zimbabwe and Eswatini

MAXINTEGRATE (API) Update

• TT1 Mandate Security: We've enabled the use of One-Time Passcode (OTP) signing for the TT1 delayed mandate, adding an extra layer of security and compliance for your integrated processes.

• Enable Countries: Botswana, Zambia, Zimbabwe and Eswatini