Edit An Archived Loan Flow


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 an archived loan flow.


How to Use

From your loan pipeline, navigate to the Archived tab:






Navigate into the loan flow using the red, yellow, or green icons towards the left hand side of the borrower's name:






Select the Edit Loan Flow icon (pencil/paper):






Make any changes you need to the loan flow. Make sure you scroll down and select Save to confirm any changes you've made:




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