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How to Delete a Loan Account Application

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Loan account applications that have a status of Pending Approval may be deleted. When a loan account application is deleted, every record of the loan account is removed from the system.

To delete a loan account application

Steps to delete a loan account application:

  • Navigate to the loan account by searching for it through the client or group it is associated with.
  • Once you’ve accessed the account, click on the hamburger menu, then select More and Delete.
  • The loan will then be deleted.

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