Climate First Bank Business User Help Guide

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Managing Loan Payments and Transfers When you need to make changes to a loan transfer, you can view and manage all transfers through the Loan Transfers page.

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In the Sidebar Menu , click Make a Loan Payment . 1. Click the icon. 2. From the drop-down menu, you have a few options: a. Click “Details” (Desktop) or “View Details” (Mobile) to view additional information about a specific transfer. b. Click “Edit” to edit the transfer. c. Click “Delete” (Desktop) or “Cancel Transfer” (Mobile) to delete the transfer.

Money Movement: Loan Payments & Transfers