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Showing articles from copy tag

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][1] because you are doing concurrent loans for the borrower in different …

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…

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