Generating Loan Forms

All the necessary forms for a loan are generated in the Loan Forms screen.

 

Generating Forms for Loans

  1. Locate the loan for which the forms are to be generated in the Loans grid then click Forms to display the Forms screen.

  2. Check the forms to be generated for the loan or check the checkbox at the top to select all forms.

  3. Click the Generate Form button to generate the forms selected and display them in a printable format.

 

Click the Previous button  to select another form to generate or click the Choose Another Loan button to return to the search screen and select another loan.   

 

See the section titled Loan Forms in the technical portion of this guide for further details.