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Searching for a Loan Application

  1. From the Menu, select Loan Applications > Application Search.

    LoanApp-Search

  2. Enter as much or as little search criteria as needed.
  3. Click Search. If any matches are found, the applications display in the Loan Application List.

    LoanApp-SearchResult

    NOTE: Initially, the loan applications are sorted by date. All columns are sortable simply by clicking on the column header; another click on the same column reverses the sort order.

  4. The number in the lower right corner indicates the number of pages that this list contains. If there is more than one page, click the number to move to that page.
  5. Click the link in the Applicant column to access the Consumer Financing Request form.
  6. Print the document and obtain the appropriate signatures.

See Also

Loan Applications Menu

Creating a New Loan Application

Viewing Open and Funded Loan Applications

Adding Notes to a Loan Application