How To: Copy docs from one loan to another

Created by James Dickson, Modified on Tue, Oct 22, 2024 at 1:44 PM by James Dickson

Windows Workflow

Made by James Dickson with Scribe



1. Navigate to the loan that has the documents uploaded. Go to the "Documents List" screen in MLM and select the docs you want to copy.

2. Click here to select all docs

3. Click "Copy selected docs to loan file"

4. Search for the loan you want to copy the docs to

5. Click "Copy to selected loans"

6. Click here



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