Locate the loan you wish to merge from. It may not be on the Dashboard this is just an example.

Click "Actions" button or gear icon in the top right.

The system will default to the correct MISMO version. Click "Export"

Click "Dashboard" OR the pipeline to find the loan you wish to merge to. Again, this is just an example.

At this stage it is VERY important to choose MERGE from the drop down

Click "Select file(s) from your computer" Users can drag and drop or upload previously exported file.

Click the box for any and all borrowers you wish to merge.

How to merge files?