Save time and increase productivity by creating templates for the types of loans and programs you use most often, for example, 30-year fixed FNMA. Here’s how to do it in six easy steps:
1. Open the Templates tab from the left navigation menu.
2. Select Loan Program.
3. Click the New button to open the Loan Program template screen.
4. Enter a name for the loan program in the Loan Program Name field.
5. Complete the fields on the screen that apply to the type of loan template you are creating.
6. Save the template.
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