Export Loans to Excel

You can export loans selected in your Pipeline or export all of the loans in your Pipeline to a Microsoft Excel spreadsheet/file (XLS). A copy of the loan data currently entered in the Pipeline for each selected loan is exported.

To Export Selected Loans to an Excel Spreadsheet:

  1. From your Pipeline, select one or more loans.

    • To select more than one loan at the same time, press Ctrl on your keyboard, and then click to select the loans to export.

  2. Click the Export to Excel icon to create a spreadsheet for the selected loans.

    OR

    Click Pipeline on the menu bar, point to Export to Excel, and then click Selected Loans Only to create a spreadsheet for the selected loans.

    • The Excel spreadsheet automatically displays, listing each loan that was selected in step 1.

    • Each column currently displayed in the Pipeline is included in the Excel spreadsheet. The corresponding data for each loan is provided as well.

To Export All Loans to an Excel Spreadsheet:

  1. From your Pipeline, click Pipeline on the menu bar, and then point to Export to Excel.

  2. Click All Loans on All Pages to create a spreadsheet for every loan in your Pipeline.

    • Every loan in your Pipeline is exported to the spreadsheet, regardless of the Pipeline View you are currently using.

    • The Excel spreadsheet automatically displays, listing each loan in your Pipeline.

    • Each column currently displayed in the Pipeline is included in the Excel spreadsheet. The corresponding data for each loan is provided as well.