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

Open

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.