A borrower can't draw on a new line of credit in online banking

If an approved borrower can't see or use their line of credit in online banking, the line usually hasn't been made available there yet. This step happens in your own systems, outside the management portal.

Symptom: The borrower was approved but can't see their line of credit or take draws in online banking.

The loan isn't fully booked in your system

1. In the management portal, search for the loan in the Activity Archive.
2. If it isn't there, open it in the Action Center and finish any open steps.

The loan isn't set up in your core

Check that the loan account exists in your core and matches the terms on the boarding sheet in the management portal.

The line isn't enabled in online banking

1. Ask the team that manages your online banking platform to enable the loan account for the borrower.
2. Contact your borrower to let them know the line is ready.