Edit Customer >> Loans tab

Single Account

Multiple Accounts

Loans Tab:

The Loans tab displays loan accounts tied to a specific user and the permissions granted to that specific account.

• Account Name: This will display the account nickname the customer has assigned, but is also an editable field.
• View Account Details: When enabled, this will allow the customer to view the account details
• View Statements: When enabled, this will allow the customer the option to view statements on this specific account for digital
• View Statement With Images: When enabled, this will allow the customer the option to view statements with images on this specific account for digital
• View Notices: When enabled, this will allow the customer the option to view notices on this specific account for digital
• Make Payment: Allows the customer to make a payment to this account from an internal account
• Make Payment External:  Allows the customer to make a payment to this account from an external account
• Allow advance: Allows the customer to make an advance on the loan (only applicable if the loan is an advancing loan)

When the customer setup is complete, select Save.

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