Managing an Existing Loan

  1. Within the Loan Transactions section of the main menu, select MANAGE EXISTING LOANS or choose View All in Recent Loans. The Manage Transactions screen is displayed.

    Note:
    Any transactions created without a borrower added are displayed in the results list with a blank borrower name.
  2. To search the transactions the user can:
    • Enter criteria in any of the search fields and select SEARCH to limit the number of transactions displayed, or
    • Browse through the list of all transactions by using the page navigation buttons.

  3. Click on the desired transaction to begin managing the loan. The Loan Parties screen is displayed.
  4. To delete a transaction, hover over it and click the Delete icon on the left.
  5. To copy a transaction, hover over it and click the Copy icon on the left.
  6. Sort columns in ascending or descending order using the up/down arrows by the column headers.