Assign a Loan to a Branch
Basics
When the loan is assigned to a branch:
Users assigned to this branch can view and manage it
Users assigned to its parent branch can view and manage the loan if this is permitted for the sub-branch
When a loan application is created from the Front-Office, it is not assigned to any branch.
When a loan is created from the Back-Office, it is linked to the branch of the user creating it.
See the Branch
If the Loan application is linked to a branch system will display Branch Name in the Loan Header
Reassign a Loan
When a loan is reassigned to another user or is assigned to a specific user, its branch is change to the branch of this new user.