There are several reasons that you may want to remove an individual or business from a loan. If you simply added them twice or added the taxpayer to the wrong loan, you can easily manage this yourself.
If the person has provided consent and/or has records available, they may still count toward your active loan count for your current contract term.
Remove participants from a loan
Remove participants from a loan
From your Home page, click on the loan name in blue.
Click on either the person or building icon of the participant to remove.
This will open their profile page. At the bottom, choose "remove this person" or "remove this business."
