How to Modify a Loan Account Application

Owned by Laurie Wilmot (Unlicensed)
Last updated: Jun 07, 2014

Loan account applications that are Pending Approval may be modified.

 

On this page:

To modify a loan account application for a client

To modify a loan account application for a client, select the client (needs link to how to find a client). Click the General tab.

  1. Click the loan to be modified from the list of loans in the Loan Account Overview section.
  2. Make desired changes to the loan account fields.
  3. Click Submit.

The loan account application will be updated with a status of Pending Approval. 

To modify a group loan account application

To modify a loan account application for a group, select the group (needs link to how to find a group). Click the General tab.

  1. Click the loan to be modified from the list of loans in the Loan Account Overview section.
  2. Make desired changes to the loan account fields.

  3. Click Submit.

The loan account application will be updated with a status of Pending Approval.

To modify joint liability group (JLG) loan account applications

To modify JLG loan account applications, select each client (needs link to how to find a client) whose loan is to be modified (one at a time).  Click the General tab.

  1. Click the loan to be modified from the list of loans in the Loan Account Overview section.
  2. Make desired changes to the loan account fields.
  3. Click Submit.

The loan account application will be updated with a status of Pending Approval. 

 

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