Manual > Current Borrower > Loan Summary

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Loan Summary page is available only when a borrower is loaded into memory. To access the Loan Summary page, click on the loan number from the pipeline. If the borrower is already in memory (you are viewing Price Quote or Pre-Qualification page) you can simply click on Current Borrower -> Loan Summary.

Copy New: Make a duplicate copy of current loan

Memo: Attach a memo on current loan

Pre-Qual: Navigate to Pre-Qualification page

1003: Navigate to 1003 form

1008: Navigate to 1008 form

PDF: View the loan summary page in PDF format

Reload: Reload current loan

Combo-2nd: Create a matching combo-2nd file (Viewable only if the Lien Position is selected as Combo-1st)