Removing an existing loan
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To remove an existing loan you go to the Loans Tab, click on the find a loan button (the binoculars) then select a client/customer and the desired loan which will populate the loans tab with the loan information.



You put your mouse above the Loan Number and click to highlight the loan number then hold down the Ctrl button and "R" (for remove) at the same time. The following prompt will appear.



If you are sure you want to delete the loan just click "Yes" and the loan is removed.