How to Approve an Application
- Temitope Akinremi (Unlicensed)
Depending on your implementation rules, an application can be automatically approved or declined by the system or the application would need to be manually approved. This article describes how to manually approve or decline an application.
Important to note
Only applications in Under Review status can be manually approved
Approve an Application
Navigate to the Tasks page to view the applications that are awaiting approval
Click on Approve button on an application to go to the Application Details Page
Click on Approve Loan button
Enter a comment in the comment box on the next prompt, then click on Approve Loan to approve the application
The application is approved and the status changed to approved
Decline an Application
Go to the application details page of the application you want to decline
Click on Decline Loan button
Select your reason for declining the application by clicking on the checkbox beside each reason (you can select multiple reasons)
Enter a comment in the comment box if you want to
Click on Decline to decline the application
The application is declined and the status changed to denied.
