Recording Unique Features and Terms

End users use the Loan Terms subview to record special features and terms about the small business loan.

To record loan features and terms

1. Navigate to the Applications screen, then the Applications List view.

2. Drill down on an application, and click the Account Setup view tab.

3. From the link list, select Loan Terms.

4. In the Loan Terms list, select a product.

5. In the Loan Terms form, complete the necessary fields.