How to Duplicate or Copy a Loan File | Scribe

    How to Duplicate or Copy a Loan File

    • Sid Pande |
    • 0 step |
    • 53 seconds
    Click here.
    Click here.
    Click this button field.
    Click "Pipeline - Main"
    Now you'll see the new copy of the loan file
    Click here.
    Click here.
    You can click on the various fields to update selections on the newly copied loan file.
    Example: Update Loan Officer
    Example: Update Loan Program
    Example: Selecting Bridge Loan for newly copied loan file.
    Click "Save"

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