- The first thing you must do is to activate a loan. To do this Click on the "Loan Status" tab and "New" subtab.
- Then locate the loan you wish to activate and click "Open".
- After opening the loan, select accept on the right column and click submit
- Assign Loan Officer, Processor, Realtor, Referrer (when relevant) and click "Submit".
- Update relevant information
- Add Companies involved with the loan, (for example the escrow company, appraiser, etc)
- Add Loan Conditions if pertinent
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