To Move a Document to Another Loan

Fields

Move a Document to Another Loan

    1. Highlight the Document

      • In the Document List (left side of the screen), select the document you want to move.

    2. Open the Fields Tab

      • On the right side of the Document Viewer, click the Fields tab.

    3. Click CHANGE

      • In the upper-right corner of the Fields tab, click the CHANGE button.

    4. Search for the New Loan

      • Use the search feature to find the new loan.
      • When you locate the correct loan in the search results, double-click it.
        → The new loan number will appear in the Loan Number field.

      Alternate Method:

      • Type the new loan number directly into the Loan Number box and tab out of the field.

    5. Update Additional Fields

      • Modify any other fields as needed (e.g., borrower name, document type).

    6. Click UPDATE

      • The document will be moved to the new loan.