Clone an application

  1. You can clone an application from the Home page or from within the deal.
    1. From the Home page, click the clone icon on the far left.

    2. From the Customer, Credit Bureau, Collateral, Structure, or Lenders tab, click the Clone Application button.
  2. In the confirmation pop-up,
    1. Check the Check to clone the back end products as well box if you wish to clone back end products along with the deal.
    2. Enter a reason for the clone in the Reason field.
    3. Click the Yes button.