File Reuse
File locking is a feature to curb the practice of file reuse.
Premium | Teams | Enterprise | |
Under 30 days | Free to edit | Free to edit | Free to edit |
30-120 days | |||
120-180 days | Edit values only | Edit values only | Edit values only |
Over 180 days | Locked, no editing | Locked, no editing | Locked, no editing |
Files will lock and restrict editing different elements of the loan file based on age and the tier of service of the user. If you would like to continue editing a file after a lock has been applied, you will need to create a copy of the file. The copy will reset the file age and permit editing again. Creating a copy will debit one file to the account.
The original file will be deleted and replaced by the file copy. This is done to avid confusion when searching for files b y loan number and finding multiple copies of the same loan.
To initiate a user directed copy of a file, open the file you want to copy and go to the BORROWER page. On the upper right hand corner click the two pages icon. This will initiate a file copy.