If you have loan requests pouring in and you need to export the data into excel to work some numbers - don't worry! You have that option.

  1. Simply navigate to your loan request via the Pipeline

  2. Select the Quotes tab

  3. You can either click "Compare Selected" to look at the matrix view of the quotes, or you can export directly from that page by clicking "Export"

  4. If you choose "Compare Selected," there is an "Export to Excel" button from the Quotes Matrix page

Did this answer your question?