How do I move a loan to another Cabinet?
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How do I move a loan to another Cabinet?
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FAQ
How do I move a loan to another Cabinet?
Users with the appropriate permissions, typically Lender Executives or Content Administrators, can move a Property to another Cabinet.
To move a loan to another Cabinet, start in the Collateral360 Dashboard and follow these seven steps:
Select the checkbox to the left of the site address to be moved
Click the Actions button
Select Move Loan Files
The Move Loan Files modal will open
Click the Select a New Cabinet dropdown
Select new cabinet name from dropdown
Click Save
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