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 edit a borrower's loan application.
How to Use
In your active loan pipeline, find your borrower and select the red, yellow, or green icons on the left hand side to enter the loan:
Locate the loan application listed as Loan Application (1003). It will be in any of the three document tabs: Docs Owed, Docs Pending Review, Docs Accepted:
Note: If the document is in the Docs Accepted, you'll have to reject it with the thumbs down icon before you can edit.
Select the action icon on the right side Edit loan application to edit the application:
Make any adjustments you need by selecting the sections on the left hand side. Make sure you select Save and Return to Loan Pipeline when you are done to confirm the changes:
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