Credit & Compliance

• CreditInfo Integration: A new setup option, Report Instant Decision Plus, is now available to streamline automated credit vetting.

• SASSA Client Management: A new resource has been added to the "Add and Edit Client" section that allows administrators to disable the "SASSA Both" option if required by your specific business logic.

• Naming Conventions: The system now permits client names containing only two characters, provided at least one of those characters is a vowel.

Loan Documentation & Management

• Electronic Signatures: We’ve expanded our "Sign Loan Documentation" workflow with an additional signature option to provide more flexibility during the closing process.

• Lay-buy Rescheduling: You can now reschedule installments for loans in both "Active" and "Application" status within MaxMoney and Collexia.

• Variable Charges Report: A new reporting tool is available that provides a granular breakdown of payments involving variable charges.

Customer Management

• Banking Automation: When adding a bank account, the page will nowautomatically close once the save is successful, reducing unnecessary clicks.

• Contact Validation: Selecting the "Cellphone Number not Available" checkbox will now automatically clear the primary cellphone field to ensure data integrity.

• Insurance Beneficiaries: For GroupsRUs Insurance, users can now conveniently select a beneficiary directly from the existing client references .

• Bulk Labeling: You can nowimport custom client status labels via batch upload for faster system categorization. View the documentation

MAXAPP (Mobile phone application):

• Budget Flexibility: Users can now edit Gross Income, Net Income, and Living Expenses directly within the mobile budget module.

• Banking Requirements: Administrators can now toggle whether banking information is a mandatory requirement within the mobile Setup menu.

• View the documentation