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