During the process of creating a loan, the information already entered may need to be saved to the system without actually reserving the loan. Click the Save Loan Info button in the Action Bar of the Loan Reservation Detail screens to save this information. The saved information can be retrieved later.
NOTE: If information exists in the Cache, then this screen is displayed when New Loan Reservation button is clicked. If a loan is to be created without the use of any pre-existing information in Cache, click the Create Loan button to begin the loan reservation process.
The Current Loans in Loans in Progress screen grid displays essential information for all loans currently saved in progress, but not reserved. This includes the First Name and Last Name of the loan applicant, the expected Reservation Date, the Loan Amount, Program under which the loan is to be reserved, the Lender/Originator, Lender City, Entity Type, and the property Address, including the City, State and ZIP Code.
To use information saved in the Loan in Progress screen, select the information in the Current Loans in Loans in Progress grid and click the Restore Loan button.
After the loan information is selected, the Loan Reservation screen is displayed. Start the loan reservation process from the beginning, but information provided by the cached record is already inserted into the appropriate fields in the Loan Reservation Details screens and can be edited. If information be backed up again, the changes made is reflected in the Loans in Progress screen.