First thing is to make sure you have Business Loan Products created. This REQUIRES ADMINISTRATIVE ACCESS.
​
To ensure that your loan product can be used for Personal Lending you must select 'Personal'.  This loan will be visible ONLY to Personal Lending.

To ensure that your loan product can be used for Business Lending you must select either 'Business' OR 'Both'.

Products selected as 'Both' will be available to both business and personal lines of lending.

Once this is complete, users will be able to select loan products for business lending.

You can start a loan application for a company by typing the company name you want to start a loan application for in the search bar, or by selecting 'All Companies' from the companies drop-down

Next, click on the company name you want to start an application for.

To the right of the page click the green 'New Loan Application' button---only products that are BUSINESS or both BUSINESS and PERSONAL  will be a part of the selection.

Choose your product and fill in the required fields.