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Two Loan Programs Available to your Borrowers
Two Loan Programs Available to your Borrowers

This video will help you make multiple loan programs available to your borrowers so they can get the most out of their loan process.

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago


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Step One: From the Loan Dashboard select Programs from the menu on the left side of the screen.

LoanPrograms-1

Step Two: Click the Programs dropdown menu at the top of the page.

ProgramDropdown

Step Three: You will see the calculator icon next to the available loan options.

Calculator

Step Four: In order to make multiple loan options available, make sure the loan option you would like to make available is selected from the dropdown menu. Under the dropdown menu check the Make this program available to the Borrower box. Click Save.

MakeProgramAvailableToBorrower

Step Five: Return to the Loan Dashboard to verify that all the options you want to have available to the borrower are available. Scroll down to the Loan Officer's Approved Scenario.

ApprovedScenario

Step Six: At the bottom of the scenario click Edit Loan.

EditLoanScenario

Step Seven: After clicking Edit Loan a box will pop up. Click on the Loan Type dropdown menu to check that both loan options you would like to have available are there.

LoanTypeDD

You can now make multiple programs available to your customers!

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