Direct Loan - Creating Loans from Import

Prerequisites

· DL Setup - Required

Introduction

Entering a loan record manually is not difficult. However, as the number of loan records increases, manual entry gets more difficult and time consuming. The EDExpress import function can save you a lot of data input time. You can create loan records by importing ISIRs, importing data from your Packaging module, or importing origination data from an external source.

Scenario

You have the data necessary to create loan records; however, the data is not on the Origination tab. Use the import function to create your loan records.

Tasks

To create a loan record using the import function, you will:

· Import Loan Data from ISIRs
· Review Importing Loan Data from Packaging
· Import Loan Data from an External Source

Continue to the first task

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