Servicing: officer, transfer and closing
Changing the loan officer, transferring loans, closing, statements and the activity log.
- Change loan officer — move a loan to another officer, e.g. when staff leave. Their reports follow the loan.
- Transfer — move a loan to another branch or member account per your policy.
- Close — close a loan that is fully settled (and undo close if needed).
- Statements and schedules — print, download as PDF or email the repayment schedule and transaction receipts.
- Activity log — every action on the loan: who, what and when.
- Pending dues / pro-rata dues — what the member would owe to settle on a given date.
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