You may be familiar with the Update feature from AOL, well, it is now available in Loanapp too!
This allows you to back-fill data from an existing Loanapp Application to a Mercury Opportunity. A great way to get a head start on a new application for an existing client. You can access the data you have previously entered into Loanapp without having to re-type it.
To do so, you need to first choose a supported Lender from the Opportunity.
Then click on Lodgements.
Now click on Attach.
This will trigger a pop-up window allowing you to search and choose the Application you'd like to transfer data from.
Choose the Application, check the box to confirm you want to update this opportunity and click Update.
Once updated, you'll be taken back to the Opportunity and it will be auto filled with the data from the Loanapp application.
You can now go ahead and create a New Loanapp application. The data in your Opportunity will copy across into Loanapp.