---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Submitting a loan service request

# Submitting a loan service request {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Bank workers can begin the loan workflow by submitting a loan service request received
from customers (consumer or business contact). Customers (consumer or contact) can also directly
submit a request from service catalog.

Requests submitted by loan contributors
:   Loan contributors can collect required information and documents and submit loan service
    requests for the accounts managed by them.
    They
    can create loan service requests from the
    workspace.

Requests submitted by requesters
:   Requesters in the front office and call center agents can submit loan service requests on
    behalf of their customers from interaction records and service catalog.

Requests submitted by customers
:   Business customers and consumers can submit loan service requests from the Customer Service Portal, Consumer Service Portal, or another self-service portal. They can select a service catalog item, fill out the necessary form, and then submit it.  
    Note:  
    Before your consumers can submit a request using the Consumer Service Portal, you must have the Consumer Service Portal plugin (com.glide.service-portal.consumer-portal).

Requests initiated by back-office agents or APIs
:   The following loan service requests are triggered via an API from the bank's back-end system or initiated by a back-office agent:

    * Loan Write-Off
    * Missed Repayment
    * Covenant Breach
    {#submit-loan-request__ul_qmz_ktx_vnb}

Requests submitted by loan agents and agent connectors

:   Back-office loan agents can also initiate a loan service case by navigating to
    Loan service cases in the list view of the workspace and clicking
    New.

    Loan agent connectors can collect required information and documents and submit loan service
    requests for the accounts managed by them.