Using the Loan in Progress Screen

If cached information on a loan exists, the first screen to open as part of the loan reservation process is the Loans in Progress screen.

 

Remember: Caching loan information will record information on the borrower and property. However, information about the program under which the loan will be reserved is not saved.

 

See the section titled Loans in Progress in the technical portion of this guide for further details about this screen.

 

Reserving a Cached Loan from the Loan in Progress Screen

  1. Click Reserve Loan from the Navigation menu to display the Loans in Progress screen. If in the Submit Program screen, then click Reserve in the Action Bar to display the Loan in Progress screen.

  2. Select a cached loan from the Programs grid and click Restore Loan to return to the Submit Program screen where the program under which the loan will be reserved is selected.

  3. Continue the loan reservation process as described in The Loan Reservation Process. Cached information will be automatically inserted into the loan reservation fields.

 

Reserving a New Loan from the Loan in Progress Screen

  1. Click Reserve Loan from the Navigation menu to display the Loan in Progress screen. If in the Submit Program screen, then click Cache in the Action Bar to display the Loan in Progress screen.

  2. Click Create Loan to return to the Submit Program screen where the program under which the loan will be reserved is selected.

  3. Continue the loan reservation process as described in The Loan Reservation Process.

 

Deleting a Loan in Progress

  1. Click Reserve Loan from the Navigation menu to display the Loans in Progress screen. If in the Submit Program screen, then click Cache in the Action Bar to display the Loan Cache screen.

  2. Select the loan to be deleted from the Current Loans in Progress screen.

  3. Click Delete Loan.