Removing People from the Loan Cycle

During the Loan Cycle, there may be times when you no longer want to send letters to certain people involved with a loan. The following methods are provided:

To remove a person from the related parties group:

1.  Go to the borrower record and click the Assign Related Parties  icon.

2.  Double-click on the name, or select the name and click Remove, to remove the person from the list.

To prevent a person from receiving any letters at all:

Go to the person's database record and set the Mail Status to Don't Send Letters.

To cancel the Loan Cycle for a specific borrower:

1.  Go to the borrower record.

2.  Set Loan Status to ‘Remove from Loan Cycle.’