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Checklist (definition)

Checklists help you track multi-step processes.

Written by Andy Morrise

Updated on March 7th, 2023

Checklists help you track multi-step processes. Checklists are useful in classifying loans, and automating loan processes. Checklists can be created in Settings > Loan > Checklist. Individual checklist items can be marked complete in Servicing > Checklist within a loan.

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