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Adding a Loan to the Eligible Loans Pipeline

Follow the steps to add a Best Effort  loan directly to the Eligible Loans pipeline prior to committing:

  1. Click Eligible Loans from the function menu on the left. The Eligible Loans screen appears.

  2. Click Add Loan. The Enter New Loan Details screen appears.

  3. For more information on entering new best efforts loans, see the Entering a Best Efforts Loan Using a DU Casefile ID and Entering a Best Efforts Loan Using “Other” Underwriting Method job aids.