Creating Templates
Create templates for loan scenarios you commonly work with. Use the same data/information for future loans.
- Click New Loan
- Name the template (input specific loan in the first name field).
- Enter details of the loan file you want for future use.
- Click Save to create the template.
To use specific loan scenraio/template:
- Open the template you previously created.
- Click Copy Loan on the menu bar.
- Personalize the loan to your new borrower.
- Click Save after the borrower's name is entered.
File name is now specific to borrower and template remains the same.
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