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Duplicating a Loan Solution

save time, duplicate

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Written by Brad Lister
Updated over a week ago

Once you have created the first loan solution, you can duplicate it so as not to have to enter all the same information for different solutions. This will save you some time.

  1. Scroll down to "Loan Solutions".

  2. Choose the loan option you want to duplicate

  3. On the right hand side of the loan option click on "Duplicate".

  4. A page will appear with all the existing information. You must update the "Loan Option" in the dropdown menu. Scroll through the fields and make any changes you'd like to the new loan solution.

  5. Click Save.

Should you have any questions please click on the chat bubble in Lender Spotlight.

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