How to Copy/Clone Loanapp applications

If you have more than one application for an Opportunity, you can save yourself the time and effort of typing up a whole new application by simply copying an existing one. (eg if you want to submit to a different Lender or you need to make some changes and resubmit to an existing Lender).

Click on Lodgements in the left hand menu to go to the Loanapp Summary screen.

Click once on the Loanapp application you want to copy (1).

This will enable the Copy button (2). Click on it.

The Copy Application pop up window will display.

Update the fields as required (eg rename the application or choose a different Lender) then click OK. 

Your new application will open in Loanapp with the chosen Lender.

All data previously entered in Loanapp, under the original application will be copied across to this newly created application. You can update, add or delete any data prior to submitting to the Lender. 

All applications created for the Opportunity in Mercury will appear in the Loanapp Summary screen (accessed by clicking Lodgements in the left hand menu)

In the new Opportunity click the Attach button and search for the Cloned application. This will copy data into the Opportunity.