Loan Fee Assessment
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Assessing a Loan Fee (IL467)
Fees can be assessed for Loans that are set up and active in Loan Fee Type Maintenance.
To access the loan fee assessment screen:
- Double-click Financial Services
- Double-click Loan
- Double-click Transactions
- Double-click Loan Fee Assessment. You will see this screen:
'Assess a Loan Fee
To assess a Loan Fee:
1. Search for or select the Loan from the list:
2. Select the fee that you would like to apply to the Loan from the bottom section of the screen:
3. Click to Save
4. The Fee can now be seen in the Loan Fee History:
OR
The Fee can be seen in the associated Loan record's Loan Fee History:
