You can copy an existing loan to create a new loan by using the Copy button in Utilities. Within a loan, access the Utilities area of your Loan Menu (left side menu). Use the Copy button to copy that loan's data into a new loan in Ventures.

• NOTE: Financial Statements will not be copied but you can use the "Copy Periods" option in the new loan (Analysis > Financial Statements > Add > Copy Periods) to bring over existing Financial Statement data from a prior loan.
• NOTE: The Financing screen does not copy.
• NOTE: For 504 Loans the LOAN TERM will need to be reset in order for the underwriters fee to recalculate.
• NOTE: Review the Copying Financial Statements from another project KB Article for steps on how to copy the Financial Statements over to your newly copied loan.