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Loan Applications

Loan Applications can be accessed in the Menu.

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Clicking a loan application in the list will display a list of Status Updates along with an additional menu button near the top that can be used to Assign a Loan Officer, Delete the Application, Download a .PDF of the 1003, or Send Notifications.

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Clicking the Clipboard Icon that is labeled 'Application' to the right of the assigned Loan Officer will display preliminary application data (like that applicant's contact information), attached documents, and Notifications.

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