How do I clone a previous loan?

To clone a previous loan request, follow these steps:

1. Navigate to the previously existing project.

2. Click the gear icon and choose Clone Details to Create New Service Request.

3. Existing request information populates the new Service Request Form (SRF), which may include:

• Request Info

• Transaction Info

• Collateral Info

• Selecting Services

• Uploading Documents

4. Ensure all required fields (marked with red outlines or asterisks) are completed.

5. Click Create Service Request or Finish at the bottom of the form.

If all required fields are filled out, the request will be created. If any required fields are missing, they will be highlighted in red for you to complete.