Support Center

Withdrawing a Loan

Last Updated: Jul 23, 2015 06:58PM CEST

Withdrawing a Loan Account application

Loan Accounts that are still in the approval process can be withdrawn from the process by the client or the company, as long as the Loan state is Pending Approval or Partial Application.

To do so, open the account > click on Close > Withdraw > add a note if desired > click on Close.
 

When a Loan Account is withdrawn it will be displayed in the Closed Accounts tab for the client, it also cannot be edited anymore, except for its custom fields or name. All attachments and activities are kept for future reference.


 

 

Undoing a Loan Withdrawal

When a Loan Account is withdrawn by mistake, it can be brought back to its previous status. 
To do so click on More > Undo Withdraw > Add a note if desired > click on Change State.


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