{"id":854,"date":"2026-04-07T09:36:50","date_gmt":"2026-04-07T09:36:50","guid":{"rendered":"https:\/\/www.sikasoftonline.net\/?p=854"},"modified":"2026-04-07T09:36:50","modified_gmt":"2026-04-07T09:36:50","slug":"mobile-bankers-register","status":"publish","type":"post","link":"https:\/\/www.sikasoftonline.net\/index.php\/2026\/04\/07\/mobile-bankers-register\/","title":{"rendered":"\u00a0Mobile Bankers Register"},"content":{"rendered":"\n<p>The&nbsp;<strong>Mobile Bankers Register<\/strong>&nbsp;is a specialized human resources and administrative module used to manage field agents (Mobilizers) responsible for daily remote cash collection and customer boarding. This system not only stores the agent&#8217;s biographical data but also handles their mobile application credentials, performance targets, the specific General Ledger control accounts linked to their daily collections, and mandatory guarantor data.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h3 class=\"wp-block-heading\" id=\"user-content-purpose\">PURPOSE<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To register field agents and grant them secure, verifiable access to the mobile boarding and collection application.<\/li>\n\n\n\n<li>To link an agent directly to a designated vault\/mobilization General Ledger account to track daily cash transit.<\/li>\n\n\n\n<li>To define and monitor Key Performance Indicators (KPIs), such as monthly target amounts and target account creation volumes.<\/li>\n\n\n\n<li>To maintain strict compliance by securely logging profile images and mandatory guarantor information before an agent can become fully active or be updated.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"user-content-step-by-step-guide\">STEP-BY-STEP GUIDE<\/h3>\n\n\n\n<h4 class=\"wp-block-heading has-medium-font-size\" id=\"user-content-1-registering-a-new-mobile-banker\">1. Registering a New Mobile Banker<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the\u00a0<strong>Mobile Bankers<\/strong>\u00a0administrative dashboard.<\/li>\n\n\n\n<li>Click the primary\u00a0<strong>Add Mobile Banker<\/strong>\u00a0button. This opens the comprehensive integration modal.<\/li>\n\n\n\n<li>On the\u00a0<strong>Mobile Bankers Register<\/strong>\u00a0tab, provide the following operational details:\n<ul class=\"wp-block-list\">\n<li><strong>Branch Setting:<\/strong>\u00a0Select the branch the agent will operate under.<\/li>\n\n\n\n<li><strong>Personal Info:<\/strong>\u00a0Enter the\u00a0<em>Agent Name<\/em>,\u00a0<em>Residential Address<\/em>,\u00a0<em>Phone Number<\/em>,\u00a0<em>Gender<\/em>, and\u00a0<em>ID Number<\/em>.<\/li>\n\n\n\n<li><strong>Mobile Access:<\/strong>\u00a0Set the\u00a0<em>Mobile Username<\/em>\u00a0and\u00a0<em>Mobile Password<\/em>. This is what the agent will use to log into the mobile app in the field.<\/li>\n\n\n\n<li><strong>Operational Directives:<\/strong>\u00a0Enter the\u00a0<em>Date Assigned<\/em>\u00a0and the agent&#8217;s KPIs (<em>Monthly Target: No. of Account<\/em>\u00a0and\u00a0<em>Monthly Target: Mobilization Amount<\/em>).<\/li>\n\n\n\n<li><strong>Account Mapping:<\/strong>\u00a0Under\u00a0<em>Mobilization Account<\/em>, click the lookup button\u00a0to open the General Ledger finder and select the specific Mobilizer Control Account where this agent&#8217;s funds will legally rest during transit.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Profile Picture:<\/strong>\u00a0Click the placeholder image slot on the right side to upload a clear profile photo of the agent.<\/li>\n\n\n\n<li>Click\u00a0<strong>Save<\/strong>\u00a0to lock in the agent&#8217;s profile.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"360\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-19-1024x360.png\" alt=\"\" class=\"wp-image-855\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-19-1024x360.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-19-300x106.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-19-768x270.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-19-1536x540.png 1536w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-19.png 1671w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"369\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-20-1024x369.png\" alt=\"\" class=\"wp-image-856\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-20-1024x369.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-20-300x108.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-20-768x277.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-20.png 1077w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-medium-font-size\" id=\"user-content-2-managing-guarantor-information-compliance\">2. Managing Guarantor Information (Compliance)<\/h4>\n\n\n\n<p><em>Important: The system enforces that an agent must have at least one assigned guarantor before their existing profile can be significantly updated.<\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the agent&#8217;s registration modal, navigate to the\u00a0<strong>Guarantors<\/strong>\u00a0tab.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"180\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-21-1024x180.png\" alt=\"\" class=\"wp-image-857\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-21-1024x180.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-21-300x53.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-21-768x135.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-21.png 1064w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click\u00a0<strong>Add Guarantor<\/strong>\u00a0to open the Guarantor integration form.<\/li>\n\n\n\n<li><strong>Is Guarantor a Client?<\/strong>\n<ul class=\"wp-block-list\">\n<li>If the guarantor is already a customer of the institution, check the\u00a0<strong>Is Guarantor a Client<\/strong>\u00a0box. A\u00a0<strong>Find Customer<\/strong>\u00a0button will appear. Use this to search your database, and the system will automatically pull in their name, phone, address, ID details, and their existing banking profile picture.<\/li>\n\n\n\n<li>If they are not a client, manually fill out the required background information (Name, Occupation, ID Type, Phone, etc.).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Add the guarantor&#8217;s profile picture by clicking the right-side image block.<\/li>\n\n\n\n<li>Click\u00a0<strong>Add<\/strong>\u00a0to save the guarantor to the agent&#8217;s profile.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"317\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-22-1024x317.png\" alt=\"\" class=\"wp-image-858\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-22-1024x317.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-22-300x93.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-22-768x238.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-22.png 1070w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-medium-font-size\" id=\"user-content-3-recalling-and-editing-profiles\">3. Recalling and Editing Profiles<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On the main dashboard table, use the\u00a0<strong>Select Branch<\/strong>\u00a0filter to narrow down the agent list if needed.<\/li>\n\n\n\n<li>Locate the agent and click the blue\u00a0<strong>RECALL<\/strong>\u00a0button next to their name.<\/li>\n\n\n\n<li>This opens the modal with their pre-loaded data in a locked (<em>disabled<\/em>) state.<\/li>\n\n\n\n<li>To make changes, click the\u00a0<strong>Edit<\/strong>\u00a0button at the bottom of the form to unlock the fields.<\/li>\n\n\n\n<li>Apply necessary updates, then click\u00a0<strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-23-1024x298.png\" alt=\"\" class=\"wp-image-859\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-23-1024x298.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-23-300x87.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-23-768x223.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-23-1536x447.png 1536w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-23.png 1660w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"user-content-key-notes\">KEY NOTES<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Unique Credentials:<\/strong>\u00a0Ensure the\u00a0<em>Mobile Username<\/em>\u00a0is unique system-wide to prevent login collisions on the mobile application.<\/li>\n\n\n\n<li><strong>Guarantor Enforcement:<\/strong>\u00a0If you attempt to process an update on a Mobile Banker who does not currently have guarantor data filed, the system will actively block the save and prompt you to supply guarantor details first.<\/li>\n\n\n\n<li><strong>Client Guarantors:<\/strong>\u00a0Utilizing the &#8220;Is Guarantor a Client&#8221; tool ensures data consistency and allows you to lean on previously KYC-verified data.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The&nbsp;Mobile Bankers Register&nbsp;is a specialized human resources and administrative module used to manage field agents (Mobilizers) responsible for daily remote cash collection and customer boarding. This system not only stores the agent&#8217;s biographical data but also handles their mobile application credentials, performance targets, the specific General Ledger control accounts linked to their daily collections, and [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":860,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,40],"tags":[],"class_list":["post-854","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin-setup","category-mobile-bankers-register"],"_links":{"self":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts\/854","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/comments?post=854"}],"version-history":[{"count":1,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts\/854\/revisions"}],"predecessor-version":[{"id":861,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts\/854\/revisions\/861"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/media\/860"}],"wp:attachment":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/media?parent=854"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/categories?post=854"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/tags?post=854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}