Export Loans to Excel
You can export loans selected in your Pipeline or export all of the loans in your Pipeline to a Microsoft Excel spreadsheet/file (XLS). A copy of the loan data currently entered in the Pipeline for each selected loan is exported.
To Export Selected Loans to an Excel Spreadsheet:
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From your Pipeline, select one or more loans.
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To select more than one loan at the same time, press Ctrl on your keyboard, and then click to select the loans to export.
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Click the Export to Excel icon to create a spreadsheet for the selected loans.
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Click Pipeline on the menu bar, point to Export to Excel, and then click Selected Loans Only to create a spreadsheet for the selected loans.
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The Excel spreadsheet automatically displays, listing each loan that was selected in step 1.
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Each column currently displayed in the Pipeline is included in the Excel spreadsheet. The corresponding data for each loan is provided as well.
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To Export All Loans to an Excel Spreadsheet:
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From your Pipeline, click Pipeline on the menu bar, and then point to Export to Excel.
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Click All Loans on All Pages to create a spreadsheet for every loan in your Pipeline.
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Every loan in your Pipeline is exported to the spreadsheet, regardless of the Pipeline View you are currently using.
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The Excel spreadsheet automatically displays, listing each loan in your Pipeline.
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Each column currently displayed in the Pipeline is included in the Excel spreadsheet. The corresponding data for each loan is provided as well.
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