How do you enter the refinance details on the Consumer Note?

On the Document Data page, to collect refinance details of Date of Original Note, Loan/Agreement Number of Original Note, Original Amount of Existing Note Being Refinanced and the Outstanding Balance of Existing Loan(s) within the Refinance section on the Consumer Note, you must first enter a 'Mortgage' liability on the Financial Analysis page and select Payoff.

Entering this liability and marking it as a payoff will open up the refinance details on the Document Data page for the Consumer Note.