DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use
Please Note: If you are using the Application Page, you will want to refer to our Application Page Article for the appropriate context.
You can edit any field that you or the Borrower have already completed. You can do this from the specific loan in question which you can click into from the Pipeline.
Once you are into the loan you wish to edit, click on the "About" Tab on the top of the page.
From there you can select any of the options on the left side of the screen to edit certain information. When you have selected the section on the left that you wish to edit, scroll over the header of the section to select the pen shaped icon.
Once you have selected this icon, you will be able to edit any information within that section. Just be sure to select "Save" at the bottom of the screen when you are finished.