Loan Folder Move

Features

Move loans to new folders using Advanced Code!!!! You users don't even need access to the loan folder

Setup

1. In Encompass select the SharkeyByte Logo, then Plugin Management
2. In the Plugin Management form, turn on Loan Folder Move. \

Usage

1. Once enabled open the Configuration in Plugin Management.
2. Select a loan folder and enter the calculation you want to move a loan with.
3. Make sure you mark the rules as active.
4. You can set the order the rules fire in by changing the Order Property.
5. If you want to Check to see where a loan would move, open the loan and click Simulate Move.