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            Submit a Loan Payoff Statement Request

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Submit a Loan Payoff Statement Request

            Your service reps can capture and submit a Loan Payoff Statement request through the Request Loan Payoff Statement Omniscript.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To submit a request for Loan Payoff Statement: Customize Application
            1. On the customer’s Person Account record page, in Action Launcher, select the action for requesting a Loan Payoff Statement.
            2. Select a loan account and the loan payoff date.
            3. Review the loan details, such as the principal, interest, fee, penalty, and total payoff amount.
            4. Select the mode of delivery for the Loan Payoff Statement.
            5. If you select Post as the mode of delivery, then select a shipping method and a shipping address.
            6. Review the details, and then submit the request.

            A case is created in Salesforce for the submitted loan payoff statement request.

             
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