The following pages show the process for creating the new Account to be refinanced into.

Enter the Account's code or leave blank to automatically assign a code.

Code

Optionally enter a code for the new account. If left blank, the Code will be defaulted according to the setting in the Global Settings.

Select a Product Type from the list. This will be defaulted according to your User Preferences.

Select a Branch from the list. This will be defaulted from your User Preferences.

Select a Department from the list. This will be defaulted according to your User Preferences.

Select a Dealer from the list. This will default from the Account being refinanced.

Optionally select a Dealer Employee from the list.

Select a Manager from the list. This will default from your User Preferences.