MOSO HELP
Browse our knowledge base to find solutions to common problems

GuidesLoan processing › How to convert applications to loans?

How to convert applications to loans?

Users can effortlessly convert an application into new loan in few simple clicks

Congrats on obtaining a new loan! Now you need to convert that borrowers' application into new loan before the process can get underway to next phase. Moso will help you finishing this complicated process in a few simple clicks.

Step 1. Click on Application tab.

Step 2: Choose "Convert to Loan" from "Action" button.

Step 3: Edit information for an alert before clicking on "Create alert" button.

If borrower does not have an alert yet then this step will show up during the process. Otherwise, we will go directly from Step 2 to Step 4.

Step 4: Edit information for application before clicking on "Convert" button.

After clicking on "Convert", a new loan will immediately being generated into Pipeline tab.

Powered by Moso Software, Inc.