Smarter Credit Decisions for Debt Counsellors Credit Providers Credit Brokers Debt Counsellors
The modern operating system for credit assessment - turning raw bureau data into clear, actionable financial insights for faster, more confident decisions.
Active Cases
1,247
+12% this month
Reports Generated
3,891
+8% this month
Average Score
702
+18 vs last month
0
Reports Generated
0
Bank Accounts Fetched
0
Individual Users Managed
Designed for Credit Professionals
Whether you counsel, lend, or broker - EvalFin adapts to the way you work.
From ID number to complete financial profile in seconds. One lookup pulls a standardised report directly from the bureau - ready to review, store, and act on immediately.
- Full financial profile generated from a single ID number in seconds
- Standardised report format across every bureau - consistent, reliable, ready to use
- Every report stored automatically, searchable, and always accessible
Financial Profile Report
J. Mokoena - Experian | 14 Feb 2026
Accounts
12
In Arrears
3
Total Debt
R248k
Affordability Score
42%
A clear, structured view of every applicant's credit position. Reports are generated instantly, stored with a full audit trail, and accessible to the right people at the right time.
- Instant credit reports with built-in affordability and risk indicators
- Complete audit trail - every report timestamped with the operator who generated it
- Regulator-ready records without extra admin work
Credit Assessment
Applicant: T. Naidoo
Debt-to-Income
38%
Payment History
Good
Exposure
R520k
Affordability
Pass
Instant bureau lookups, organised client records, and full visibility into report activity. Every operator works within clear boundaries, with role-based access keeping everything in order.
- Pull and manage client reports from a single workspace
- Role-based access ensures the right people see the right data
- Full oversight of all report activity, in real time
Client Portfolio
J. Venter - Operator
| Client | Bureau | Date | Status |
|---|---|---|---|
| S. van der Merwe | Experian | 14 Feb 2026 | Active |
| T. Naidoo | Experian | 13 Feb 2026 | Complete |
| L. Dlamini | Datanamix | 12 Feb 2026 | Pending |
This Month
34
Active Clients
12
Team Members
4
Financial Profile Report
J. Mokoena - Experian | 14 Feb 2026
Accounts
12
In Arrears
3
Total Debt
R248k
Affordability Score
42%
Credit Assessment
Applicant: T. Naidoo
Debt-to-Income
38%
Payment History
Good
Exposure
R520k
Affordability
Pass
Client Portfolio
J. Venter - Operator
| Client | Bureau | Date | Status |
|---|---|---|---|
| S. van der Merwe | Experian | 14 Feb 2026 | Active |
| T. Naidoo | Experian | 13 Feb 2026 | Complete |
| L. Dlamini | Datanamix | 12 Feb 2026 | Pending |
This Month
34
Active Clients
12
Team Members
4
Everything You Need, Fully Digitised
From report generation to HubSpot integration - one platform replaces PDFs, spreadsheets, and manual workflows.
Generate Financial Profile Reports in Seconds
No more downloading PDFs and copy-pasting into spreadsheets. Type a client's ID number, select your bureau, and get a standardised financial profile report instantly.
Every Report, Stored and Searchable
All generated reports are securely stored and instantly retrievable. Search by client, date, or report type - no more lost files or scattered spreadsheets. We design tailored reports with you, ready to send to your customers.
Control Who Sees What
Define roles and permissions for every user. From admin oversight to read-only access, your data governance architecture ensures the right people see the right data.
Connect to Any External System
Push report data to HubSpot, pull client info from your existing systems. EvalFin integrates with any external data source, so your workflows stay uninterrupted.
New Financial Profile Report
Report Preview
ReadyScore
694
Accounts
12
Exposure
R520k
Total
3,891
This Month
247
Today
18
| Client | Bureau | Date | Status |
|---|---|---|---|
| J. Mokoena | TransUnion | 13 Feb 2026 | Complete |
| T. Naidoo | Experian | 12 Feb 2026 | Complete |
| S. van der Merwe | Datanamix | 12 Feb 2026 | Complete |
| L. Dlamini | TransUnion | 11 Feb 2026 | Complete |
Team Members
5 UsersSarah Mokoena
sarah@example.co.za
Johan Venter
johan@example.co.za
Thabo Ndlovu
thabo@example.co.za
Role Permissions
Connected Systems
All HealthyCredit Bureau
TransUnion - API v3.2
HubSpot
Outgoing - report data sync
Custom Source
Incoming - client data import
Up and Running in Days, Not Months
Getting started with EvalFin is simple. Three steps to a smarter practice.
Connect
Link your credit bureau account - whether it is Datanamix, Experian, TransUnion, or another provider. One connection is all you need.
Configure
We setup your own database and team permissions, we connect to your own CRM to match how your business operates.
Go Live
Start pulling reports, scoring clients, and managing cases from a single dashboard. Play with your data.
Plugs Into the Credit Bureaus You Already Use
EvalFin is compatible with South Africa's major credit data providers. Connect the bureau you already work with and get a standardised report every time.
Datanamix
South Africa's leading consumer credit data provider. Pull comprehensive credit reports, trace data, and affordability checks in real time.
Experian
Global credit bureau with deep South African coverage. Access credit scores, payment histories, and risk indicators instantly.
TransUnion
One of the world's largest credit bureaus. Access comprehensive consumer credit data, fraud detection, and risk management tools.
Your Bureau
Need a different credit bureau? We can integrate with any provider to fit your workflow.
Talk to usEnterprise-grade security
Everything in EvalFin is designed to keep your clients' data safe and compliant. Built to meet South Africa's strictest data protection and credit industry regulations.
Compliant
Fully aligned with South Africa's financial and data protection regulations at every layer.
POPIA Compliant
Personal data is processed lawfully and transparently under the Protection of Personal Information Act.
National Credit Act
Compliant credit assessments, record-keeping, and reporting obligations built in.
Credit Bureau Regulations
Adheres to CBA guidelines and NCR regulations for responsible data handling.
NCR Aligned
Purpose-built for NCR-registered debt counsellors and credit providers.
Encrypted & Private
Military-grade encryption protects your clients' data at every stage.
AES-256 Encryption
The same standard used by banks and government institutions worldwide.
Data at Rest
All stored data is encrypted with AES-256 bit encryption.
Data in Transit
HTTPS enforced on all connections with TLS 1.2+ encryption.
Access Controls
Role-based permissions ensure only authorised users access sensitive data.
Certified Infrastructure
World-class hosting with leading security certifications you can trust.
ISO 27001 & 27017
Information security management and cloud security controls.
ISO 27018 & 27701
Cloud privacy protection and privacy information management.
SOC 1/2/3
Service Organisation Controls for operational compliance and trust.
GDPR
EU data protection regulation compliance for international standards.
Frequently Asked Questions
Everything you need to know about EvalFin. Can't find the answer you're looking for? Feel free to reach out to our team.
What is EvalFin?
EvalFin is a purpose-built platform for debt counsellors, credit brokers and credit providers. It brings bureau data pulls, client scoring, case management, and compliance tools into a single, streamlined workspace - so you can make smarter credit decisions faster.
Who is EvalFin built for?
EvalFin is designed for NCR-registered debt counsellors, credit brokers, and credit providers. Whether you're a solo practitioner or a growing firm, the platform scales to fit your practice.
How does EvalFin integrate with credit bureaus?
EvalFin connects directly to Datanamix, Experian, and other major international credit bureaus via secure API integrations. You can pull consumer credit reports and retrieve affordability data - all without leaving the platform.
Is my clients' data secure?
Absolutely. EvalFin uses AES-256 encryption for data at rest and TLS 1.2+ for data in transit. The platform is fully POPIA compliant, aligned with the National Credit Act, and hosted on infrastructure certified to ISO 27001, SOC 1/2/3, and GDPR standards.
How long does onboarding take?
Most firms are up and running within a day. Our team provides a guided onboarding session and offers dedicated support throughout the process - so there's minimal disruption to your workflow.
Can I try EvalFin before committing?
Yes. We offer a free, no-obligation demo where we walk you through the full platform in about 30 minutes. There's no credit card required and no pressure - just book a slot and see if EvalFin is right for your practice.
Make Smarter Credit Decisions, Starting Today
Join the growing number of South African firms using EvalFin to make smarter credit decisions.
No commitment required. We'll walk you through the platform in 30 minutes.