Create 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