Copying Financial Statements from another project
Q: How can I copy the financial statements for an Entity or Principal that I have already done a loan for previously? There can be situations where you will have borrowers that you do multiple loans for: * You may copy an application because you are doing concurrent loans for the borrower in different loan progr…
How do I copy an existing Loan?
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 P…
