Customer Refinancing

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Customer Refinancing

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To "refinance" a customer, go to Customers >> 6 - Customer Refinancing.

 

CustomerRefinance

 


 

STEP 1: Click on CustomerRefiCustSelectButton.

 

 

CustomerRefinancingSelectCustomer

 

CustomerRefinancingCustomerSelected

 


 

STEP 2: To begin the refinance, click on CustomerRefiWorkNosButton.

 

CustomerRefinancingWorkNos

 


STEP 3: Click on CustRefiContModButton, as required to complete the refinancing process.

CustomerRefinanceModAgreement

 


 

STEP 4: Click CustRefFinalizeButton to save the refinance.

 

 


 

 

 

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