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R1 Who Are You?
H O W T O A G u i d e t o h e l p M A X M O N E Y u s e r s t o w o r k
r e m o t e l y a n d k e e p t h e i r b u s i n e s s r u n n i n g d u r i n g C o v i d - 1 9 L o c k d o w n
Y O U H A V E T H E E D G E W I T H
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You need to keep your business going, but how do you do it if you must work from home?
We have some tips on how to do this.
1. Keep communicating with your clients
2. How can your clients get in contact with you?
3. How will the loan application process work?
4. Check what your client can afford
5. Have you thought about credit life protection for your clients?
6. Avoid cash and pay-out electronically
7. Use a debit order system to collect the repayments
8. Sign agreements with an OTP
9. Email or SMS loan agreements
10. Email statements to your clients
11. Use email to send a letter to your client
12. Use SMSs to follow up on payments
13. Chat with the other employees who are working from home
14. Receive your reports in your inbox
15. Keep abreast of the latest news
A B O U T T H I S D O C U M E N T
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Keep on communicating with your clients ● Use MAXSMS to keep in contact with your clients ● Use batch SMSs to let your clients know that they can phone you for a loan or they can
reply on your SMS
CRM SMS Step by step 1. Mycomax enables the MAXSMS module. Not enabled, contact us! 2. Do the setup for your users
a. Go to Setups -> Security -> Users -> Edit User b. Cell Phone Number: Make sure the user has a cell phone number c. Physical Address Country: Make sure the country has been selected
3. Enable the SMSs that you want to use on the Setup a. Go to Setups -> MAXSMS -> General b. Select all the types of SMSs that you want to use e.g. CRM SMS
4. Setup your standard SMS messages a. Go to Setups -> MAXSMS -> Messages b. Type your messages, but stay clear of special characters c. Count the characters in your message, including the spaces. Remember if
you use more than 160 characters you will use multiple SMS credits for each message you sent.
5. Send out your SMS
a. Go to Processing -> MAXSMS -> Send SMS to CRM
b. Select the Client Statuses
c. The SMS will be sent to the clients with the selected status(es).
6. Check for replies on your SMSs
a. Go to Reporting - MAXSMS - MAXSMS Reply Detail Report
How do you know if your clients need a loan?
● Originate leads from your current website directly into MAXMONEY with MAXTRIGGER ● Contact us for more information on how to do this
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How will the loan application process work?
Check what your client can afford (Affordability)
● Do a Compuscan credit check using the MAXMONEY integration ● Do an affordability ● Contact us for more information on the Compuscan integration
Compuscan credit check: Step by step 1. Mycomax enables the Compuscan module. Not enabled, contact us! 2. Add the resource to your users
a. Go to Setups - Security - Users - Edit User b. Select the Compuscan Role
3. Enter your Compuscan user, branch and password on the setup a. Go to Setups - MAXCONSUMER - Compuscan - Compuscan Setup and complete the
setup information b. Go to Setups -> MaxConsumer -> Compuscan -> Compuscan v2 Defaults and
complete the setup information 4. Do a client enquiry on existing clients
a. Go to Client Administration - Search for a Client b. On Edit Client, make sure the Initials, full name, surname, ID type and ID number is
completed c. Click on the Compuscan v2 Enquiry d. Only mark the services “Yes” if it has been activated by Compuscan for the branch e. Client Consent: YES - the user may not do the enquiry unless the client gave his
consent. 5. Do a non-client enquiry on new leads
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a. Go to Non-Client - Compuscan Enquiry - Do a New Enquiry v2
b. Remember to let the borrower sign the consent form
Affordability Step by Step 1. Do a Compuscan Enquiry and take careful note of the information in the report 2. Get proof of income for the last 3 months
a. The borrower can email or WhatsApp the copies to you b. Save the copies on your PC c. Upload the copies to MAXMONEY
i. Go to Client Administration - Search for a Client - Edit Client - Documents ii. Click on Upload Payslip, select the file that you saved on your PC and click on
Finish. 3. Complete the Budget
a. Go to Client Administration - Search for a Client - Edit Client b. On the Finance tab complete the gross and net salary information and select the
Use Budget check box. c. On the Budget tab add a new entry and then go to the detail d. Complete the statutory deductions as per the salary slip e. Complete the loan repayments
4. Check how much is available for an instalment
Have you thought about credit life protection for your clients?
● Contact ASPIS and Kepler for more information
Avoid cash and payout electronically ● Use MAXCOLLECT to pay-out loans to your client’s bank account or Wallet ● Contact Intecon Allps and Amber for more information (RSA) ● Contact Real Pay for more information (Namibia)
Wallet Step by step 1. Mycomax enables the MAXCOLLECT module. Not enabled, contact us! 2. Add the resources to your users
a. Go to Setups - Security - Users - Edit User b. Add the MaxCollect role to the user
3. Enter your integration user, branch and password on the setup a. Go to Setups - MaxCollect - CSP User and complete the integration information b. Go to Setups - MaxCollect - CSPs and complete the integration information
4. Add the Wallet on the client a. Go to Client Administration - Search for a Client - Edit Client b. On the banking tab make sure you choose either a payback bank account or a
Wallet. You cannot set up both at the same time.
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5. Add the pay-out event to your user’s cash box a. Go to Setups - Branch - Cash Box - Edit Cash Box b. On the Events tab, select the applicable pay-out events
6. Create the loan
a. On the summary screen, select the integrated pay-out event before you click on Finish
Use a debit order system to collect the repayments
● Use NAEDO or DebiCheck to collect repayments electronically (RSA) ● Use EnDO or Debit Orders to collect repayments electronically (Namibia) ● Use Debit Orders to collect repayments electronically (Botswana) ● Contact Intecon Allps and SureSystems for more information (RSA) ● Contact Real Pay for more information (RSA, Namibia and Botswana)
Integrated Repayments Step by step ● Mycomax enables the MAXCOLLECT module. Not enabled, contact us! ● Add the resources to your users
o Go to Setups - Security - Users - Edit user o Select the MAXCOLLECT checkbox
● Enter your integration user, branch and password on the setup ● Add the payback bank account on the client ● Create the loan
Loan SMS OTP ● Do loans remotely with our Technometrix solution
Technometrix Step by step 1. Mycomax enables the MAXSMS module. Not enabled, contact us! 2. Add the resource to your users
a. Go to Setups - Security - Users - Edit User b. Select the MAXSMS role
3. Enable the Technometrix on the Setup a. Go to Setups - MAXSMS - General
4. Enrol your client’s cell phone number a. Go to Client Administration - Search for a Client - Edit Client - Address
5. Create the loan
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Email or SMS loan agreements ● Email a copy of the Loan agreement to your client ● Use MAXSMS to send the link of the loan agreement to your client’s feature phone or
smartphone
The client will receive a message with a link to his loan agreement
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The client can open the link and view his loan agreement
Email the loan agreement Step by step 1. Enter the email address on your client
a. Go to Client Administration - Search for a Client - Edit Client - Address b. Enter the client’s email address
2. Create a loan
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Email the loan agreement
Email statements to your clients ● You can email the statement of accounts to your clients
Email statements Step by step 1. Do the setup for email
a) Go to Setups - Clients - General
2. Enter the email addresses on your client a. Go to Client Administration - Search for a Client - Edit Client - Address
3. The statements will automatically be generated and emailed to the clients who have valid email addresses.
Use email to send a letter to your client ● You can setup standard letters and email them to your clients with email addresses
Email a letter Step by step ● Create the letter on the setup ● Generate the letter for your client ● Email the letter
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Use SMSs to follow up on payments ● Several automated and useful SMS batches can be setup with MAXSMS
Batch SMS Step by step 1. Mycomax enables the MAXSMS module. Not enabled, contact us! 2. Add the resource to your users
a. Go to Setups - Security - Users - Edit User b. Select the MAXSMS role
3. Enable the SMSs that you want to use on the Setup a. Go to Setups - MAXSMS - General b. Select the checkboxes of the SMS types you want to use
4. Setup your standard SMS messages a. Go to Setups - MAXSMS - Messages
5. Auto-SMS batches are sent every morning by the system 6. Check that you have enough SMS credits to send your messages
Processing - MAXSMS - Display Usage
Chat with the other employees who are working from home
● Communicate with your team using MAXCHAT
Chat Step by step ● Mycomax enables the MAXCHAT module. Not enabled, contact us! ● Do the setup for MAXCHAT
o Go to Setups - MAXCHAT - General
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● Chat away
Receive your reports in your inbox ● Setup your users so that they can get their reports in their inbox
Email reports Step by step ● Add the “Automatic Email Report”-resource to your user’s role
o Go to Setups - Security - Roles - Edit Role ● Add the user’s email address on the setup
o Go to Setups - Security - Users - Edit User ● The user generates the report and receives an email with his report
Keep abreast of the latest news ● Get the tip of the day and learn more about how to work remotely with MAXMONEY ● Follow us on Facebook.
o https://www.facebook.com/MycomaxDotCom/ ● Lookout for the MFSA’s newsletters
● Subscribe to YouTube: https://www.youtube.com/channel/UCiaoQr0BeV7pTPn1BO7N_bA?view_as=subscriber
● Our LinkedIn Page can be found here: https://www.linkedin.com/company/740202
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Contact Information Mycomax
● Sales ○ [email protected] ○ Vanessa van Heerden
■ +27 84 887 1895 ■ [email protected]
● Support ○ [email protected] ○ Louise-Mari Fourie
■ Tel 012 110 4317 ■ +27 71 422 6663 ■ [email protected]
○ Thoko Mjoli ■ Tel 012 110 4315 ■ +27 73 332 4823 ■ [email protected]
○ Zonique Bekker ■ Tel 012 110 4304 ■ +27 61 513 2541 ■ [email protected]
○ Vicky du Preez ■ Tel 012 110 4322 ■ +27 78 923 7448 ■ [email protected]
● Finance ○ [email protected] ○ Charmaine Jansen van Niewenhuisen
■ +27 84 205 4166 ■ [email protected]
○ Joey Pauls ■ +27 81 315 1862 ■ [email protected]
INSURANCE
● Credit Protection (CPI) ○ ASPIS
■ Kevin Smith ● +27 84 580 7451 ● [email protected] ● www.aspis.co.za
○ Kepler ■ Alwyn Katlwasser
● +27 83 288 7688 ● [email protected] ● http://www.kepler.co.za
● Funeral Cover ○ LifeWise
■ Edgar Doubell ● +27 82 326 0486
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● [email protected] ● http://www.lifewize.co.za
MAXCOLLECT
● Intecon Allps ○ Frank Henderson
■ +27 82 467 3881 ■ [email protected] ■ https://intecon.co.za
● SureSystems ○ Don-Lee Moors
■ +27 71 876 4577 ■ [email protected] ■ https://www.suresystems.co.za
● Real Pay ○ Luan Cloete
■ +27 83 657 9136 ■ [email protected] ■ http://realpay.co.za
● Amber ○ Karen Prinsloo
■ +27 83 557 5953 ■ [email protected] ■ https://www.amberfintech.com
CREDIT BUREAU
● Compuscan / Experian ○ Therena Bartmann
■ +27 83 604 0629 ■ [email protected] ■ www.compuscan.co.za
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