Copyright © 2011, DataScan Technologies LLC
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Managing Transfer Requests- Selling Customer
Depending on your system configuration, you can manage loan transfer requests. If you are
the buying customer, you can delete transfer requests prior to the selling customer's approval
you can also approve or reject requests that have been initiated by the selling customer. If you
are the selling customer, you can reject open transfer requests from buying customers.
To look
up an
Open request
in Managing transfer request:
1. On the primary menu, click Loans.
2. On the dashboard, click Manage Transfer Requests
3. In the Date From and Date Through text boxes, type a date range to narrow your search if
needed.
4. From the Transfer Request Status list box, select
Open Request
5. From the Transfer Request Role list box, select the
Selling Customer
6. Click
Search
.
7. If you are the selling customer and want to
reject
the buying customer's request, click
Reject.
