How to Lock & Unlock Loan Terms

Lock the loan terms section on a loan file so that no one can else can change the loan terms once it is set.

All users have a permission that could allow them to lock/unlock loan terms.� This permission must be set by a Manager/Admin. This prevents unauthorized changes from being made to the loan terms section of the loan file.

You can benefit by locking a file so when you send a link to the full app to a borrower or anyone else, they will be able to edit the loan file, but when they get to the Loan Terms section, they won't be able to edit any of the items in that specific section of the file.

If Loan Terms are locked, this is what the client will see on the webform application: