Contract changes in OC Loans App

In Loans App you are able to make changes on contracts. But it's also important to know the places/reports, where changes will be reflected.

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In attached video you will see how the changes you've made will take effect. There is also mentioned deleting changes.

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.

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.

Follow up:

How to change financing period

How to change financing rate

How to change principal amount