Update & Sync Rates

What does update and sync rates mean? You can take an older report and bring it up to date with todays rates. There are 2 ways to Update & Sync Rates.

From a Report

  1. Click on update and sync rates.

  1. Click on either Edit Loan Details or Edit Loan Options

  1. Click Save as New

The report is now updated with current rates.

From the Customers Report Page

  1. Choose the report to Update & Sync
  2. Click on the 3 vertical dots
  3. Click on Update and Save Rates

  1. Click Next

  1. Click Next

  1. Click Save as New

The report is now updated with current rates.

To save the updated report

  1. Click on customer icon or report icon.