The system launches the contact details for the selected Contact Person
CIR Relationship Folder (continued)
The system launches the contact details for the selected Contact Person.
Click on the Call Memo button.
The system launches the Call Memo to record the details of the customer contact.
The AO now has the disbursement instructions from the Borrower.
The AO “Saves” and “Exits” from the Call Memo.
The AO “Exits” from the Contact Person details.
The AO “Exits” from the CIR Relationship Folder to return to the Request Disbursement Anchor Screen (see next page).