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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    Article summary


    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:

    1. Select the checkbox to the left of the site address to be moved

    2. Click the Actions button

    3. Select Move Loan Files

    4. The Move Loan Files modal will open

    5. Click the Select a New Cabinet dropdown

    6. Select new cabinet name from dropdown

    7. Click Save


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