9.1.5 Copy Calculation to Contract or Decision Tab

This topic provides information on the copy calculation to contract or decision tab process. It allows users to transfer loan calculations from the quote stage directly into the contract.

Depending on the screen from where user have accessed the tools sub tab, user can copy the calculated values to either Contract or Decision tab.

If user are in Underwriting stage, user can copy the values to decision tab. Similarly during Funding stage, user can copy the values to contract tab.

1. Click Initialize and reset the calculator.
2. Click Import values. System displays basic values entered in previous tabs.
3. Select one of the following option “Calculate Payment / Interest Rate / Term / Loan Amount” and click Calculate. System displays calculated values based on selection.
   Click Copy to Contract/Decision. The calculated details are copied to the respective fields in Contract/Decision tab.