Bulk Assigning Loan Requests

You can assign loan requests in bulk to one or more participants for review.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click the Loan Requests > Bulk Assign Loan Requests.
    The Bulk Assign Loan Requests command
  3. Select a participant from the Assignee list.
  4. Select each row to highlight the Loan Requests you wish to assign to the assignee.
  5. Click Assign # Loan Requests.
    The Assign # Loan requests command will assign all the selected loan requests to the assignee. The # is replaced by the actual number of loan requests you selected.
    Note: You also have the option of assigning the selected loan requests to the assignee, then remaining on the page to assign more loan requests to other assignees.
    The Assign # Loan Requests and Assign More command allows you to assign the selected loan requests to a chose assignee, then return to the list to select other loan requests to assign to a different assignee.