Matla Life is a sales and marketing solutions company, we engineer services relevant to our diverse partners. Ultimately, we offer innovative resolutions for African business problems.
What we do
We cater to the needs of our partners, by providing sales, marketing and analytical tactics, to ensure sales growth and market penetration.
Why we do it
We endeavor to add value to our partners by engineering a package fully reflective of their bottom line.
Our Services
Field Marketing
Transforming the face-to-face channel through business-to-business interactions.
Contact Center
Well-trained consultants skilled in converting leads into quality sales.
Financial Advisors
Expert advisers certified to meet long-term insurance needs of customers.
Campaign Insights
Pre & Post campaign insights resulting in successful business ingenuity.
Capital LegacyRMAMatla PlanConsolidation
Scan Office QR Code
Point your camera at the QR displayed by your Sales Manager.
Align the QR code within the frame above.
FA Register
Financial Advisor Attendance Register
Capture FA attendance details for today.
Registration
Junior Financial Advisor Registration
Register for today's facility allocation
Continue your session?You have an in-progress registration.
Daily target: each JFA should get 2 consent forms per day.Weekly target: each JFA should get 10 consent forms per week.Monthly target: each JFA should get 40 consent forms per month.
Standalone admin-only page with full access to records and operations.
Scope: Admin (All)
Master Logger
Full control over leads, facilities, register, learning updates, and forms.
Last sync: —
0Total Leads
0Pending
0JFAs in Register
0FAs In Register
0Facilities
0Needs Assistance
0Open Interventions
0Forms Today
Master Logger Capabilities
Admin (All) can capture, edit, process, and monitor all operations from here.
Operational Health
Recent Activity
Archives
Archives
Saved daily snapshots
Scope: Personal
Last updated: —
Quick Tasks
Admin Access
Enter your username/email and password to continue.
Admin Menu Access
Team leaders and Admin can enter with their credentials.
Change Admin Password
Keep this password private. Minimum 8 characters with uppercase, lowercase, number, and special character.
DBD Submitted
Your submission has been recorded.
Details
JFA Stats
Notifications
Team and Admin updates appear here.
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Notification
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Clear Notifications?
This will remove all notifications currently visible in this view.
Send Notification
Share an update with your team.
JFA Detail
Client Signature (Admin Only)
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Lead Timeline
Reset All Data?
This will permanently delete registrations, DBDs, archives, and stats. Type DELETE ALL DATA to confirm.
Reset All Stats?
This will reset all consent form totals to 0 while keeping users. Type RESET STATS to confirm.
Quick Search
Search JFAs, leads, LIDs, facilities, and payments.
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Ben System Export
Your export is ready.
Export Reason Window
Export reason for "Data Export" (minimum 5 characters):
FA Register
Mark Financial Advisor attendance for today.
Attendance only. No extra personal details are captured here.
Reset Your Password
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Create New Password
Choose a new password for your account (8+ chars, uppercase, lowercase, number, special character).
Client Data Confidentiality Policy
By creating an account, you confirm you will handle client data with strict confidentiality and follow Matla Life procedures, aligned with the Protection of Personal Information Act (POPIA).
Do not share client details outside authorized channels.
Use captured data only for approved applications and follow-ups.
Report any data issues to your team leader or Admin (All).
Collect only the minimum client information required to do the job.
Keep personal information secure and confidential at all times.
Clients have a right to access and correct their information.
POPIA is a South African law that sets conditions for lawful processing, accountability, and security safeguards for personal information.
Keyboard Shortcuts
Shortcut
Action
Alt+1
Open Admin
Alt+2
Open Learning Hub
Alt+3
Open Forms
Alt+4
Open Leads
Alt+5
Open Appointments
Alt+6
Open Payments (Alignments)
Alt+7
Open Ben System
Alt+0
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Team Portal Access
Enter your credentials to continue.
Allocate FA For This Lead
Select which FA should handle this quality lead.
LID: —
Clients Access
Enter your password to open the confidential Clients section.
