This article provides a simplified step-by-step guide on duplicating a loan file in LendingWise, detailing options to copy loan files with or without attached documents.
In LendingWise, duplicating a loan application is a straightforward process, designed to save you time and effort. Whether you need to copy a loan file with or without the uploaded documents attached, we've got you covered. Here's a simple guide:
Steps to Duplicate a Loan File:
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Access the Pipeline: Start by accessing your pipeline where you have an overview of all your loan files.
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Select Your Loan File: Identify the loan file you wish to duplicate. Click on the green Quick View Folder next to the name of the loan file.
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Locate the Copy Option: Scroll down to the first section of the quick view options below your loan files. You'll notice a copying button - click on this to reveal your options.
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Choose How to Copy: Two choices will be presented to you: 'Copy this file with docs' and 'Copy this file without docs.' This refers to whether you want to include the required documents that have been uploaded under the 'Docs' tab in the copied file or not. Choose the option that suits your needs.
Once done, you'll see your copied file at the top of your pipeline indicated by a '(copy)' next to the loan applicant's name.
This simple process for duplicating loan applications enhances efficiency in the LendingWise platform. For a visual guide, refer to our tutorial video below. For any additional assistance, feel free to contact the LendingWise support team at helpdesk@lendingwise.com