Contract Transfer in OC Loans App

In general can happen the situation, when the customer requests for transfer of the contract to another customer. In Loans App it's possible to realize Contract transfer to another customer in easy steps, shown in video below.

https://www.youtube.com/watch?v=Q2kcIuMl6Kw

Note: In case there is Proposal status in fast tab Contract Transfer and user enter Customer Change Wizard, system alerts the user that status needs to be changed in order to continue. User clicks on OK button and closes wizard manually to change the status from Proposal to Approved. During Contract Transfer process we are able to choose only such replacer which have the same legal form as original customer.

OneCore Apps Docs

Contract Transfer in OC Loans App

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