New Loan
Create a loan under Client Administration > Search for a Client > New
Loan. The Payback
Type must be EnDO Receipt. The CSP must be
Real Pay 2024. The Preferred CSP
Setup must be the specific CSP setup for the branch, unless the entire
entity uses one merchant account and therefore only one Preferred CSP
setup. The Payment to
Client must be the Real Pay payout event to distribute the capital amount
to the borrower. Payment to
client: Select the event with the branch’s merchant account, unless there
is only one event (one merchant account) for the entire entity. Real Pay product
code must be selected = FNB ENDO
Payouts.New Loan