Copying an Application

Note that when copying an application, any credit bureau reports that have been pulled in the original application are copied over to the new application only if the original application was submitted online to a lender, and if the report is less than six months old.  

To copy an application, complete the following steps:

1. Open the Summary screen for the application to be copied by clicking Summary in the Left Navigation Pane.
    

2. Click the Copy Application button.
   
   
   
   Note: A shortcut exists to access the Application Summary screen to copy the application. From the left navigation pane, select Shortcuts > Copy Deal.
   
   

3. Expert users are able to enhance the existing process when copying a deal to populate addresses from the original application to the copied version to avoid rekeying efforts.
   
   When you click on Copy Application from the Application Summary section, you will be presented with a popup allowing you to add any number of the following options to the copy process:
   
   
• Copy the subject property address from the original application to each applicant's current address.
  
  
• Copy the subject property address from the original application to create a new Properties Owned by Applicant entry.
  
  
• Copy the current address for each applicant to their previous address in the new application.
  
  

You can indicate which action(s) you wish to include by checking the tickbox beside each option. You can select any number of actions and if you decide not to check any boxes, the normal copy behavior you are used to will be applied.


Please note that the first two options will not appear if you have not entered the subject property's address.



 

4. A new application is created with a new application number. All information on the original application is copied over.