Duplicate

This feature behaves differently depending upon where you are in Lending Cloud. If you are on the Locator Screen, click the Duplicate link on the far right side of the desired customer record. When the program duplicates this customer record, it will refresh the screen and place the duplicated record at the top of the Last 10 Selected view of the locator screen. The new customer record will display like this (Doe Dupe,Chris P). You can rename the record as needed.

To duplicate an item any where else in Lending Cloud, click the Duplicate link on the far right side of the item you want to duplicate. The duplicated item will be placed directly under the parent item. Change the description text and make any necessary adjustments. Note: When you duplicate a credit action or a customer record, a new date will be created on that credit action or any credit actions associated with a customer record. Also, when a file is duplicated, it has no impact in the contact management or workflow sections of the system.