Creating Notes

At times an agent needs to jot down comments and notes INTERNALLY on a loan application. For this banclo has provided a quick and easy feature so that an agent can jot down these notes.

Writing a note

At the bottom right of the page there is a button. Once clicked, a side panel opens up with the notes history.

The Agent can instert any note to link to this loan request. Pressing shift+Enter will submit the note automatically.