Manage loan offers

Manage loan offers by accepting, declining, or canceling them. To perform these actions, click on the corresponding section:

• Accept loan offer

• Decline loan offer

• Cancel loan offer

Accept loan offer

Once the loan offer has been presented to the borrower, you can accept the loan offer on behalf of the borrower.

To accept the loan offer, follow these steps:

1. Find the loan offer in question.

2. Click Accept Offer and confirm your decision.

• Once the loan offer is accepted, the system automatically creates a loan contract.

• BackOffice users with the ACEEPT_LOAN_OFFER privilege can accept loan offers.

Decline loan offer

Once the loan offer has been presented to the borrower, you can decline the loan offer on behalf of the borrower.

To decline the loan offer, follow these steps:

1. Find the loan offer in question.

2. Click Decline Offer.

1. On the confirmation modal, select a reason code, add a comment, and then click Save.

Cancel loan offer

To cancel the loan offer, follow these steps:

1. Find the loan offer in question.

2. Click Cancel that is located at the bottom of the page.

1. On the Please enter cancellation reason modal, select the cancellation reason, then click Cancel.

BackOffice users with the CANCEL_LOAN_OFFER privilege can cancel loan offers.