You can export your loan request as a PDF or print it off from inside the platform. To do this, simply:

  1. Click on “Pipeline” in the left sidebar menu

  2. Click the loan request you wish to print as a PDF

  3. Press the three dots in the top right corner

  4. Select “Print Package” from the drop-down selection

  5. A new browser tab will open with the loan request details in a page format. Click the "Print" button at the top and it will save as a PDF to your default Downloads folder

Did this answer your question?