- LendingWise - Help Center
- Using The Platform
- Loan Origination
Copy a loan file or create loan from borrower profile
How to quickly create a loan file from an existing borrower
This video shows you how to quickly create a loan file from an existing borrower, either using a previous loan or starting from the borrower profile. NOTE: You can always just enter the borrower email, and the system will prompt you to load the borrower profile info, so you aren't starting from scratch.
NEW VIDEO COMING SOON
-
Under Users/ Contacts-->
-
Go To Borrowers
NOTE: You can copy the loan file with or without loan docs
-
Copy File from the pipeline: