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: