Create a Promise

General

To create a promise, navigate to Servicing > Promises inside of any loan.

Promises

To create a new promise, click  Add.

New Promise

Enter the subject of the promise into the “Subject” field. Choose a due date for the promise either by entering a date directly into the “Due Date” field, or clicking  and selecting a date from the date picker. Choose the type of promise from the “Type” drop-down. Enter any additional information about the promise into the “Note” area. You can format this information using the formatting options provided.

Click  Save to save the promise.

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