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. Choose the Work With Loan Request option.

4. On the Loan Request Maintenance screen, select the loan and choose the Work With Loan Request option.

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.