Duplicate a Loan
Use the Duplicate feature from the Pipeline to save data entry time when starting a new loan for the same borrower. Only the loan data is duplicated. Activities such as Log records and milestones are not duplicated.
To Duplicate a Loan:
-
Select a loan on your Pipeline, and then click the Duplicate icon.
-
Or, right-click a loan, and then click Duplicate.
-
-
Select Duplicate the selected loan.
-
Select the folder where you want to add the loan from the dropdown list.
-
If you have permission, select a loan duplication template from the list to copy the data for the fields specified in the template to the duplicate loan.
-
Click OK, and then click Yes on the confirmation message to open the duplicate loan file.
-
A duplicate of the loan is added to your Pipeline.
-
If you are using the auto loan numbering and MERS MIN numbering features, the loan is assigned the next number.
-
To Duplicate a Loan:
-
Select a loan on your Pipeline, and then click the Duplicate icon.
-
Or, right-click a loan, and then click Duplicate.
-
Select Duplicate the selected loan.
-
Select the folder where you want to add the loan from the dropdown list.
-
A duplicate of the loan is added to your Pipeline.
-
If you are using the auto loan numbering and MERS MIN numbering features, the loan is assigned the next number.
-