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  • All steps of the workflow, the headings should remain the same througout the workflow. Noticed currently that the first step is called Select customer, but then changes to Select Client/Group when user is in the 2nd step. Use the headings below for the real headings of the workflow.
  • Localization - update all strings to follow L10n guidelines - see here ->
    • Sentences should always have a period at the end
    • Watch Capitalization
    • Remove unused strings - tech debt
  • Currently if you created another loan previously, and then you enter this pipeline again, it pre-populates w/ the previous values - we should not be doing this

First Step: Select Client / Group

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