How to archive and unarchive one of your existing loans in the system

To archive a deal to your account please follow the step-by-step guide below. It is recommended to use this feature when a deal has been cancelled or funded:

Archive:

1) Click the Archive Deal button, the folder icon in the middle

2) Your deal is now archived in your account and can be accessed at any time from your main dashboard by clicking on the pull-down list and choosing archived deals.

Un-archive:

1) Choose your archived deal in the list of archived deals

2) When you have opened the archived deal click on the magic wand in the top right corner to un-archive the deal. The deal will now appear in your Deals List.

That’s it! You will now be able to work on your deal again!

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