Accept or Decline Account Application Wizard, Select Account Application to Accept or Decline

When the Account Application status is Reviewing.

Accept Or Decline Account Application Wizard, Sele

Select the Account Application

Application

If you opened the Accept or Decline Account Wizard by selecting Account Application Accept Decline Accept or Decline from the Action List on the left of the Account Applications Form, the currently displayed Application will be displayed here by default.

Select the action to be taken

Accept

Select Accept and click Next.

Accept Or Decline Account, Accept Account

Specify date the Account was accepted and signed

Quoted

This will show the default date, when the account was loaded as Quote.

Accepted

This will default the current date.

Signed

Enter a date the Loan Contract was signed.

Select the action to be taken

Decline

Select Decline and click Next.

Accept Or Decline Account, Decline Account

Specify date the person who declined this Account

Date

The Date field will automatically default from the workstation date setting.

Time

The Time field will automatically default from the workstation time setting.

By Whom

Select the User that created this log.

Notes

This list is defined by the AccountCloseNoteDeclined Information List.

Notes information list can now be overridden on the Product Type, for example, to have different lists.

Reason

Enter any notes specified about the declined account.

Select the action to be taken

Unwanted

Select Unwanted and click Next.

Accept Or Decline Account, Unwanted Account

Specify archive details about this unwanted Account

Date

The Date field will automatically default from the workstation date setting.

Time

The Time field will automatically default from the workstation time setting.

By Whom

Select the User that created this log.

Notes

This list is defined by the AccountCloseNoteUnwanted Information List.

Notes information list can now be overridden on the Product Type, for example, to have different lists.

Reason

Enter any notes specified about the unwanted Account.