Each lender submission lives in its own deal room with its own progress and history, so a duplicate or wrong-lender submission is its own deal you can manage separately. Open the Deals tab, identify the correct deal room you want to keep, and use that one going forward. For the duplicate or incorrect submission, you can leave it in your pipeline tracked as its own record, since nothing you've entered is lost. Because removing a submitted deal can affect what a lender has already received, message our team in chat with the deal name so we can help you clean it up or stop it on the lender's side cleanly.
I submitted the same deal twice, or submitted to the wrong lender. How do I fix it?
How to fix a duplicate submission or one sent to the wrong lender.
Written by Kaylan Pepin