Validate a Loan Order

As a lender, you must validate the loan order request submitted by the borrower.

The validation step consists of moving the loan order from the draft portfolio to the actual portfolio.The borrower will then be able to consolidate the corresponding principal amount in Fairways Debt.


Contact your Finance Active consultant to:

  • Enable the Purchase Order transaction type
  • Associate your user with the relevant role to be able to validate loan orders


Navigate to the Debt & Derivatives Application
  1. Log in to your Fairways Debt account.
  2. Select a customer account.
  3. Navigate to Applications Applications.png > Debt & Derivatives.


Validate a Loan Order
  1. Open an actual purchase order.
  2. Navigate to Loan Orders.
  3. Open a loan order in "Draft" stage.

    Note: You can only validate loan orders located in the draft portfolio.


  1. Click Move Transaction to Actual Portfolio.
  2. Click Confirm.


The loan order displays in the actual portfolio.


Note: If the notification "Loan Order Validation" is set in the borrower's user settings, they will be notified upon validation.

What's Next?
Related Documentation
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