Import Loans - Progress

screenshot of the progress window showing the loans being imported

At this point, just sit back and let the import routine run. You’ll notice the new loans showing up in the background (and on any networked computers) as they are created by the importer. When the import is finished, the window will change to show the summary of loans imported.

All steps for Loan Import:
Getting Ready
Choose Source File
Choose Lender
Choose Loan Wizard
Wizard Mapping
Borrower Matching
Borrower Mapping
Post Process Edits
Additional Configuration Records
Additional Settings Mapping
Backup Portfolio