Withdrawing a Loan
  • 22 Nov 2019
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Withdrawing a Loan

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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Loan Accounts that are still in the approval process can be withdrawn from the process by the client or the company, as long as the Loan state is Pending Approval or Partial Application.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 (optional) > click on Close.

Withdrawing a Loan Account form Close drop-down menu

Please Note
When a Loan Account is withdrawn it will be displayed in the Closed Accounts tab for the client, it also cannot be edited anymore, except for its custom fields or name.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When a Loan Account is withdrawn by mistake, it can be brought back to its previous status.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 (optional) > click on Change State.


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