eDocs and MortgageApp Package customers can quickly copy an existing loan — whether it is active or inactive — to create a new loan. The 1003 data from the old loan is transferred to the new one, and you can select documents to be transferred. The action of copying the loan will appear in the new loan's audit trail.

Copy a Loan

1. Loan Folder > Actions menu > Loan > Quick Copy.
   
   

2. Select the Trio documents you wish to copy to the new loan.
   

3. Click Create Quick Copy.

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