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Questions and Answers
What are some ways to determine if it is an additional loan?
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?
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?
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?
What should be confirmed before working on an additional loan application?
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When is a client eligible to apply for up to $15,000 again?
When is a client eligible to apply for up to $15,000 again?
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What should be done if the applicant has checked off the 'Yes, I have received a Windmill loan in the past' checkbox?
What should be done if the applicant has checked off the 'Yes, I have received a Windmill loan in the past' checkbox?
Signup and view all the answers
What should be confirmed before working on an additional loan application?
What should be confirmed before working on an additional loan application?
Signup and view all the answers
When is a client eligible to apply for up to $15,000 again?
When is a client eligible to apply for up to $15,000 again?
Signup and view all the answers
How can the new loan be added for a client with an existing loan?
How can the new loan be added for a client with an existing loan?
Signup and view all the answers
What are some ways to determine if it is an additional loan?
What are some ways to determine if it is an additional loan?
Signup and view all the answers