Archive Loan is used to remove a loan from the standard pipeline view and store the loan file in an archived state. This feature is used to reorganize the pipeline view by removing loans from view that are no longer being worked.
To archive a loan click Actions > Archive Loan. A popup window will open with the following statement: Are you sure you want to archive this loan file? Click Ok to confirm the archive request or Cancel to void the archive request.
The loan file may be viewed any time by filtering a Loan Search to include archived loans.
Archive Loan