View loan account categories

1. Go to Lending Management > Setup > Loan account categories.

   All loan account categories for your organization are listed. You can sort and filter the list to see only the loan account categories you want.

2. To view a loan account category individually:
   1. Find the loan account category that you want to view.
   2. Do one of the following:
      • In the Name column, select the loan account category.
      • Select More actions > View at the end of the row.
3. To see details about a document sequence for a loan account category, select the document sequence name.
4. Select Back to previous page to return to the list of loan account categories.