Process Non-Member Loan Request

These steps explain how to process a non-member loan request once it's been created.

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

2. On the Work/View Application Status screen, select the non-member loan request from the Pending tab.

3. Click Work w/Loan Req.

4. On the Loan Request Maintenance screen, select the loan and click Work w/Loan Req/Application.

5. On the Pre-Membership Loan Request Recap screen, click Create Loan Account.

6. From the Open New Membership Selection screen, follow steps to open a new membership.

   • Begin with step 5.

7. Now that the new membership has been created, create the loan account in the same way you would for a member.

   • Begin with step 2.