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GuidesLoan processing › How many actions that admin can do with a loan?

How many actions that admin can do with a loan?

7 functions in loan's Action dropdown

Action 1:

Assign: assign loan to new owner

Action 2:

Clone: clone active or inactive loan to new application or loan

Action 3:

Email participants of the loan

Action 4:

Email History: All emails that are sent out will be recorded in Email history of each loan. E.g: new loan is created, When status of loan is changed, the system will send email to participants, ect.

Action 5:

History: record all information of loan, who did change information of loan? what information of loan is changed?

Action 6:

Export to Fannie Mae 3.2

Action 7:

Import from Fannie Mae 3.2

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