10 Questions
What are some ways to determine if it is an additional loan?
Checking the 'Yes, I have received a Windmill loan in the past' checkbox on the application and confirming if the client already has an existing loan in FS.
What should be done if the applicant has checked off the 'Yes, I have received a Windmill loan in the past' checkbox?
Check off the box for Additional Loan so that it reads as 'Yes'.
How can the new loan be added for a client with an existing loan?
Add the new loan within the same Contact on FS and add any additional email addresses to their Contact page.
What should be confirmed before working on an additional loan application?
Confirm if the client is eligible for an additional loan.
When is a client eligible to apply for up to $15,000 again?
If their previous loan is paid in full.
What should be done if the applicant has checked off the 'Yes, I have received a Windmill loan in the past' checkbox?
Check off the box for Additional Loan so that it reads as 'Yes'.
What should be confirmed before working on an additional loan application?
Confirm that the client is eligible for one.
When is a client eligible to apply for up to $15,000 again?
If their loan is paid in full.
How can the new loan be added for a client with an existing loan?
Add their new loan within the same Contact on FS and ensure to add any additional email addresses to their Contact page.
What are some ways to determine if it is an additional loan?
Check if the applicant has checked off the 'Yes, I have received a Windmill loan in the past' checkbox or if they already have an existing loan on FS.
Test your knowledge on adding additional loans to existing contacts on FS. Learn the various ways to determine if a loan is considered an additional loan and how to properly handle them.
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