To Move a Document to Another Loan

Fields

  1. From the document list on the left side of the screen, highlight the document you wish to move

  2. On the Fields tab on the right, Click the CHANGE button on the upper right of the Fields tab

  3. Search for the new loan

  4. When you find the correct loan in the search results, double click on the new loan so that the new loan number appears in the Loan Number field

  5. Alternately, to search for a new loan, simply type the new loan number into the Loan Number box and tab out of the field

  6. Once the new loan information appears in the Loan Number field, change any field information you want

  7. Click UPDATE and the document will be moved to the new loan