Lending

Review and approve a loan application

Move an application from scoring through dual-control approval and disbursement.

1. 1

   Open Loan Applications and filter to pending.

2. 2

   Inspect credit score, income, existing exposure, and documents.

3. 3

   Approve, send back, or reject with a reason that is stored on the audit trail.

4. 4

   Disburse from the loan record so the schedule and GL post together.