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Gebou vir Skuldberaders, Kredietverskaffers en Kredietmakelaars

Slimmer Kredietbesluite vir Skuldberaders Kredietverskaffers Kredietmakelaars Skuldberaders

Die moderne bedryfstelsel vir kredietassessering - verander rou burodata in duidelike, uitvoerbare finansiele insigte vir vinniger, meer selfversekerde besluite.

app.evalfin.com

Aktiewe Sake

1,247

+12% hierdie maand

Verslae Gegenereer

3,891

+8% hierdie maand

Gemiddelde Telling

702

+18 teenoor verlede maand

0

Verslae Gegenereer

0

Bankrekeninge Gehaal

0

Individuele Gebruikers Bestuur

Gebruikgevalle

Ontwerp vir Kredietprofessionele

Of jy nou berading doen, uitleen of bemiddel - EvalFin pas aan by die manier waarop jy werk.

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

Experian

Accounts

12

In Arrears

3

Total Debt

R248k

Affordability Score

42%

Home Loan - ABSA R4,200/mo Current
Vehicle - WesBank R3,100/mo 60 days
Credit Card - FNB R1,800/mo Current

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

Approved
694 Credit Score

Debt-to-Income

38%

Payment History

Good

Exposure

R520k

Affordability

Pass

Operator: S. Mokoena - Report #EF-20260213-0042

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

12 Aktief
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

Hierdie maand

34

Aktiewe kliente

12

Spanlede

4

Wys verslae vir: J. Venter (Operator)
Kenmerke

Alles Wat Jy Nodig Het, Volledig Gedigitaliseer

Van verslaggenerering tot HubSpot-integrasie - een platform vervang PDF's, sigblaaie en handmatige werkvloeie.

1

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.

2

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.

3

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.

4

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.

Hoe Dit Werk

Aan die Gang in Dae, Nie Maande Nie

Dit is eenvoudig om met EvalFin te begin. Drie stappe na 'n slimmer praktyk.

01

Connect

Link your credit bureau account - whether it is Datanamix, Experian, TransUnion, or another provider. One connection is all you need.

02

Configure

We setup your own database and team permissions, we connect to your own CRM to match how your business operates.

03

Go Live

Start pulling reports, scoring clients, and managing cases from a single dashboard. Play with your data.

Integrasies

Skakel met die Kredietburo's wat Jy Reeds Gebruik

EvalFin is versoenbaar met Suid-Afrika se belangrikste kredietdataverskaffers. Koppel die buro waarmee jy reeds werk en kry elke keer 'n gestandaardiseerde verslag.

Datanamix

Datanamix

South Africa's leading consumer credit data provider. Pull comprehensive credit reports, trace data, and affordability checks in real time.

Experian

Experian

Global credit bureau with deep South African coverage. Access credit scores, payment histories, and risk indicators instantly.

TransUnion

TransUnion

One of the world's largest credit bureaus. Access comprehensive consumer credit data, fraud detection, and risk management tools.

Jou Buro

Benodig jy 'n ander kredietburo? Ons kan met enige verskaffer integreer om by jou werkvloei te pas.

Praat met ons
Veilig

Sekuriteit op ondernemingsvlak

Alles in EvalFin is ontwerp om jou kliënte se data veilig en voldoenend te hou. Gebou om aan Suid-Afrika se strengste databeskerming- en kredietbedryfregulasies te voldoen.

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.

FAQ

Gereelde Vrae

Alles wat jy oor EvalFin moet weet. Kan jy nie die antwoord kry waarna jy soek nie? Kontak gerus ons span.

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.

Begin Vandag

Neem Slimmer Kredietbesluite, Vanaf Vandag

Sluit aan by die groeiende aantal Suid-Afrikaanse firmas wat EvalFin gebruik om slimmer kredietbesluite te neem.

Geen verbintenis nodig nie. Ons lei jou in 30 minute deur die platform.