Why does a message display indicating a template cannot be applied when applying a template to a transaction transferred from ComplianceOne Lending or ARTA Lending?

When a transaction is transferred from ComplianceOne Lending or ARTA Lending, a message displays indicating the template cannot be applied because the template does not include sufficient parties and party types to match the parties on the transaction. At this time, we only support applying templates to transferred transactions when the template has a sufficient number of parties (borrower, cosigner or guarantor) and types (individual, entity, or sole proprietorship) to match the transferred transaction.

A template can be applied to a transferred transaction when the template sufficient parties and party types to match the parties on the transaction. See the tables below for examples.

Table 1. Examples where a transaction can be transferred
Template Parties	Transferred Transaction Parties	Resulting Transaction Parties
Party 1: Borrower (Individual) Party 2: Cosigner (Individual) Party 3: Guarantor (Individual)	Party 1: Borrower (Individual)	Party 1: Borrower (Individual)
Party 1: Borrower (Individual) Party 2: Borrower (Individual)	Party 1: Borrower (Individual) Party 2: Borrower (Individual)	Party 1: Borrower (Individual) Party 2: Borrower (Individual)
Party 1: Borrower (Individual) Party 2: Cosigner (Individual) Party 3: Guarantor (Individual)	Party 1: Borrower (Individual) Party 2: Cosigner (Individual) Party 3: Guarantor (Individual)	Party 1: Borrower (Individual) Party 2: Cosigner (Individual) Party 3: Guarantor (Individual)
Party 1: Borrower (Individual) Party 2: Borrower (Individual) Party 3: Borrower (Individual)	Party 1: Borrower (Individual) Party 2: Borrower (Individual)	Party 1: Borrower (Individual) Party 2: Borrower (Individual)
Party 1: Borrower (Entity) Party 2: Borrower (Individual) Party 3: Borrower (Sole Proprietorship)	Party 1: Borrower (Entity) Party 2: Borrower (Individual)	Party 1: Borrower (Entity) Party 2: Borrower (Individual)

Table 2. Examples where a transaction cannot be transferred
Template Parties	Transferred Transaction Parties
Party 1: Borrower (Individual)	Party 1: Borrower (Individual) Party 2: Borrower (Individual)
Party 1: Borrower (Entity)	Party 1: Borrower (Individual)
Party 1: Borrower (Individual) Party 2: Cosigner (Individual) Party 3: Guarantor (Individual) Party 4: Guarantor (Individual)	Party 1: Borrower (Entity) Party 2: Guarantor (Individual) Party 3: Cosigner (Individual)
Party 1: Borrower (Entity) Party 2: Borrower (Individual) Party 3: Cosigner (Individual)	Party 1: Borrower (Entity) Party 2: Cosigner (Individual)
Party 1: Borrower (Individual) Party 2: Borrower (Individual)	Party 1: Borrower (Individual) Party 2: Borrower (Individual) Party 3: Cosigner (Individual)