If you are adding many loans that share the same characteristics, you can use a loan template to save time when you enter profile information for a loan. When you select a template in the loan set up profile screen, Servicing Director completes for you the fields that you completed in the template.

1. Open Loan set up, select options, select Template-Loan.
2. Select New.
3. Enter a Template code then select Setup Template.

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000050129