How to Initialize a Loan |
  
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Navigation: Loans > Loan Screens > Loan Initialization Screen >
How to Initialize a Loan |
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Before a loan can be initialized, loan patterns must be set up using the Loans > System Setup Screens > Loan Pattern Setup screen.
Loan initialization involves a 3-stop process. Click the help pages linked below for more information about each step.
Step 1: Use the Loans > Loan Initialization screen to create a new unopened loan account and select the screens needed for initializing the loan.
Step 2: Change or edit any information necessary on the screens.
Step 3: Use GOLDTeller to open the Loan. Open GOLDTeller and use the newly created account number to open the loan and save the information in GOLDPoint Systems.
See the following help topics for more information about the loan initialization process: