Edit Loan Request

These steps explain how to edit a pending loan request. There's a video on this topic.

1. Launch Tool #2 Work/View Loan Application Status.

2. Select the member account from the list in the Pending tab on the Work/View Application Status screen.

3. Click Work w/ Loan Req.

4. Select the loan from the list on the Loan Request Maintenance screen.

5. Click Work w/ Loan Req/Application.

6. Click Edit Loan on the Loan Request Recap screen.

7. On the Loan Request screen, make all necessary changes to the loan request.

   • If you need to make any changes to collateral, check the Edit collateral box.

8. Click the forward arrow to save your changes.

9. If you checked the Edit collateral box in step 7, update the collateral.

   • After updating the collateral, click the up arrow to return to the loan request, then click the forward arrow on the Loan Request screen to save your changes.

10. On the Loan Request Payment Selection screen, click Choose This Pmt button beside the desired payment.