How do I change an existing loan application details?


On the Dashboard, highlight the subject application.  At the top of the detail panel on the right side, click the “EDIT” button.  This now allows you to edit the information in that panel.

The following items may not be edited:

  • Application ID
  • PDF files already processed.

When you are done making changes, click the “UPDATE” button.

Was this article helpful?
1 out of 6 found this helpful
Have more questions? Submit a request


  • Avatar

    There is no a place to make comments.

  • Avatar

    I need to redo my Loan beam to show only 2019. Trying to delete what was uploaded but it puts it back into processing. Do I need to start a new one?

  • Avatar

    I want to enter the ownership percentage on a file, but the cell is protected. 202014575 is my application id. help.