How to Reject a Saving Account Application

Owned by Laurie Wilmot (Unlicensed)
Last updated: Jun 18, 2014

Saving account applications that have a status of Pending Approval may be rejected. When a saving account application is rejected, its status changes to Cancel (rejected).

 

On this page:

To reject a saving account application

Locate the saving account application by navigating to it through the client or group that holds the loan account and clicking the account to view it.

  1. Select More and Reject from the action bar.
  2. Select the Rejected on date from the calendar pop-up.
  3. Type any relevant notes.
  4. Click Submit.

 

 

 

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