How to Copy a Loan File
Learn how to quickly copy a loan file, move it to a different branch, create a new loan file, and carry over documents.
ℹ️ Note: Access to this feature may depend on your role, loan status, or permission settings. If the option isn’t available, please check with your system admin.
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At the top-right of the loan file, click Actions (this may show as a gear icon if your screen is zoomed in).
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From the list, select Copy Loan.
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In the pop-up window, choose a different Branch if needed, or leave it as the default branch.
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Expand the Document folder and select the documents you want to copy.
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You can also use Check All or Uncheck All.
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Click Copy Loan at the top.
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A confirmation message will appear at the bottom with the new loan number.
- Once loaded, you’ll be taken directly into the new file.