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Insights & Resources

Expert perspectives on credit assessment, debt counselling, and the South African financial landscape.

EvalFin
Credit Insights 10 min read

How to Choose Credit Assessment Software in South Africa

A practical buying guide for credit assessment software in South Africa. Compare options for credit providers, brokers, and debt counsellors - bureau integration, compliance, and workflow fit.

EvalFin
Credit Brokers 10 min read

Credit Broker Pre-Qualification | Faster Screening

Credit broker pre-qualification in South Africa. Screen applicants before full application to reduce wasted effort and focus your pipeline on viable deals.

EvalFin
Credit Providers 9 min read

Credit Provider Onboarding - Getting Your Team Up and Running with Credit Assessment Software

A practical guide for credit provider team leads and operations managers on planning, configuring, and training for successful adoption of credit assessment software in South Africa.

EvalFin
Debt Counselling 8 min read

Debt Counselling Software for South African Firms | Structured Credit Reports

All-in-one debt counselling software for South African firms. Analyse credit reports from Experian and Datanamix, ensure NCR compliance, and make better decisions.

EvalFin
Debt Counselling 11 min read

Debt Counsellor Caseload Management | Scale Your Practice

Guide to debt counsellor caseload management in South Africa. Scale your practice with centralised data, standardised workflows, and NCR-ready records.

EvalFin
Debt Counselling 11 min read

Debt Review Process Step by Step - A Guide for Debt Counsellors in South Africa

A step-by-step guide to the debt review process under the NCA for licensed debt counsellors in South Africa. From intake to consent order, documentation requirements, and building a repeatable workflow.

EvalFin
Debt Counselling 12 min read

Form 17.2 and Debt Counselling Documentation - What South African Firms Need to Know

A professional guide to Form 17.2 and the debt counselling documentation chain in South Africa. Learn what the proposal must contain, how it fits with Form 16, 17.1, and 17.3, and how to strengthen your documentation workflow.

EvalFin
Credit Providers 9 min read

How Micro-Lenders Can Automate Credit Assessments in South Africa

A practical guide for NCR-registered micro-lenders on automating credit assessment workflows: bureau data structuring, affordability calculations, audit trails, and NCA compliance.

EvalFin
Credit Providers 9 min read

Micro-Lender Regulatory Requirements | South Africa

Micro-lender regulatory requirements in South Africa. NCR registration, NCA affordability, interest and fee caps, reckless lending, and practical compliance.