Copy Loan Docs


The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.


Among these options, you will have the option to copy loan docs.


This will allow you to copy the loan documents from one loan flow to another if needed. These documents can be copied from the 'Docs Pending Review' or the 'Docs Accepted'.


Video Tutorial


How to Use

From your team pipeline, navigate into the loan flow using the red, yellow, or green icons towards the left hand side of the borrower's name:






Navigate into either the Docs Pending Review or the Docs Owed:






Select the checkboxes on the left to select which documents you'd like to copy:

Note: The following documents cannot be copied for compliance purposes:


  • 1003 Template Document
  • Text Message Opt-In/Opt-Out
  • E-Consent
  • TCPA Opt-In/Opt-Out
  • Credit Authorization
  • Disclosures






Select Copy to Another Loan:






Search for the loan you'd like to copy the documents to. You can search using borrower name, borrower email address, loan name or number, or subject property address:






Select the correct loan and then Copy documents to loan:






The documents will now be available in the new loan flow.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.