Unarchive a Loan Flow

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 unarchive a loan flow.

 

Archiving a loan flow moves the loan from your active loan pipeline and allows you to focus on the loans your are currently working on. If you need to move this back to your active loans at any point, you'll want to unarchive the loan flow.

 

How to Use

From your loan pipeline, navigate to the Archived tab:

 

 

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Select the icon on the right hand side that looks like a recycling symbol to unarchive the loan:

 

 

Screen_Shot_2020-03-05_at_7.40.08_AM.png

 

 

Confirm the change by selecting the Unarchive button:

 

 

Screen_Shot_2020-10-07_at_2.49.16_PM.png

 

 

The loan flow should now be visible in your active loans tab.

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  • So when you unarchive how is best to do this so the client doesn't receive new application email?

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