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How to Duplicate or Copy a Loan File

You can duplicate or copy a loan file in your pipeline by following these steps:

  1. Log in to your LendingWise account.
  2. Go to Pipeline - Main, then choose the loan file you want to copy and click the file icon.
  3. Find the "Copy" icon, under "More Actions".
  4. A pop-up will then appear where you will have the option to copy the chosen file with or without its documents, select your choice and the page will refresh.
  5. Go back to the Pipeline - Main page to check if the loan file was copied successfully. It will have the word "(copy)" on it.

Here is also a video/scribe tutorial: