You are here: Creating and Managing Loans > Creating or Editing a Loan

Creating or Editing a Loan

You can start a new loan or edit an existing loan from the Pipeline. When you start a new loan, you can start it from a loan template, a favorite loan file, or a default template. You can also start a new blank loan if you don't want to apply a template; your system administrator has to enable this option.

To Start a New Loan

  1. Open the Pipeline tab.

  2. Select the Loan Folder for the new loan.
  3. Tap Add .
  4. Do one of the following:
Closedapply a loan template

Tap the template folder and template you want to apply.

Closedapply a favorite template

Tap Favorite to apply a loan template that you have set up as your favorite.

Note: Tapping the Star icon to the right of the template will add the template to your Favorite Templates list. The Favorite Templates list is available from the initial template selection screen or by tapping the Favorite Templates icon .

Closedapply the default template

Tap Default to apply the default template that was set up by your system administrator.

Closedcreate a blank loan

Tap Blank to apply a new blank loan. This option is available to you if your system administrator enabled it.