How to Modify a Loan Account Application

To modify a loan account application for a client

To modify a loan account application for a client, select the 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. 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 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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