Declining an invitation

2 steps

This article guides you on how to decline an invitation which has been already sent to the customer. Please do talk to the customer before declining the invite.


Step 1: Declining a new invite

After sending the invitation, open the inivitation from the table, if the status is "New" in blue, you will find a "Decline" button at the bottom of the table. Click on the button, and remember it is mandatory to provide a reason for the cancellation to keep the customer informed.

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Step 2: Declining a pending invite

If the status is "Pending," indicating loan approval without deposit payment, you can also decline the invitation. However, once the customer has paid the deposit, and the status is "Active," declining the invitation from your end won't be possible.

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