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  • In case the loan is created from the Front-Office, it will not have a branch assignment.

  • In case the loan is created from the Back-Office, System should link the loan to the Originators branch.

If the Loan application is linked to a branch system will display Branch Name in the Loan Header

In order to display loans only from a particular branch or sub-branch Back-Office, users can use a search filter.

  • If selected ALL. The system displays loans LINKED and NOT LINKED to the branch

  • If selected NONE. The system displays loans NOT LINKED to any branch

  • If selected. List of branches.  The system displays loans that are LINKED to the selected branch and sub-branches.

The filtering panel of the Branch Filter

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