Incoming Loan

Add new Incoming Loan with the new record button
Select Loan Type
In Loan Number enter IL.2023. and click the ellipses button to generate the next available number for
1. use current year, or upcoming year when loan period is expected to occur
Click the + to link the Primary Lender
1. Remember, new constituents cannot be created from ttuis loan record view. Create the constituent prior to creating the loan record, or proceed with creating the loan record and create the constiu

Create New Loan Records