If you are in the application, start by selecting the drop down arrow to the right of your name in the top right corner.

Then select, Close Application.

You will be returned to your list of applications and see the application at the top of the list.

Ensure that the appropriate application is selected (as evidenced by the gray highlight) then select Create Copy.

The Copy Application pop-up screen will appear.

Name the application appropriately.

Assuming that only the Doc Type is changing, select the same Lender and same Product Group.

Select the correct Doc Type; in this example, Lo Doc has been selected.

Select Create Copy.

Assuming you selected the 'Open the Application after it is has been copied' (this is visible at the bottom of the above window), your document will automatically open to the Precursor tab where you can clearly see the Doc Type is Lo Doc.

Your application now appears in your In Progress list.

Note: this process works for both In Progress and Submitted applications.

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If you're processing your application through an aggregator and wish to change the Doc Type, you may not have this feature. Get in touch with our friendly team to find out more.