How to manage loan account details

Once a loan account is created, you can change a few details about it.

Follow these instructions:

  1. In any search box, type the name of the borrower, the system ID of the borrower, or the loan account number and click Search.
  2. In the list of results that appears, click the correct account.
    The details page for that loan appears.
  3. In the Account Details section, click Edit Account Information.
    A screen like the following appears:


  4. In the available fields, type and click the appropriate changes you want to make. Use the table in "How to create a loan account" for details on the meaning of each field.
  5. Click Preview to review your changes. When you are satisfied, click Submit.