Approving a Loan Bid

A Loan Bid , before being shown to the client, needs to be internally approved, following the 4-eye principal to ensure that the offer being made is verified by two different invidiuals.

The approver will receive a Notification on any pending approvals. To start the approval process

1. Click on the Notification to navigate to the loan bid.
2. Review the loan bid created and any supporting notes, the loan bid has.
3. Approve or Reject accordingly.

Feature Unlocked Once the loan bid is approved, communication with the client is enabled.