How to Create Disclosures

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To create disclosures, open the loan and go to the Loan Details page. Click the down arrow next to the blue Save Loan Application button at the bottom of the screen and select Create Initial Disclosures.

The Save Loan Application button will now display as Create Initial Disclosures. Clicking the blue Create Initial Disclosures button will generate disclosures.

Note: The system will ask you to Shop for Rates before generating disclosures if an update to pricing or the loan program is required.


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