Update the Loan Deadline, Expected Closing Date, or Actual Closing Date

Overview

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 update the loan deadline, expected closing date, or actual closing date.

 

How to Use

In your team pipeline, locate the loan flow for the borrower that you'd like to edit, then click on the Edit Loan Flow action icon towards the right hand side:

 

 

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In the Loan Info section, you'll see an option to edit the loan deadline:

 

 

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The expected and actual closing date can also be updated below:

 

 

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Make sure you scroll down and select Save to confirm the changes:

 

 

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