For this scenario we will create a home loan deal with two applicants and we will be refinancing two loans (from different banks) to the same lender.
First make sure that you check Refinance box for both loans which are being refinanced in Liability tab of the deal > Client profile section
Loan 1>
Loan 2>
Second step you need to make sure that both securities are added in Home loan section > Securities details tab.
For this scenario created in this article, for knowledge purpose, both securities will be added as Existing to follow up on the refinance structure of the loan.
Third step once the Securities are added, Funding worksheet tab has also been set you need to move on to Product search tab to generate the search and pick your desired products for the loan.
Once the products are selected you should go to Compare products tab and review your products that are selected and can potentially be recommended products.
You can add a split for any product that was added or you can just add the split to desired recommended product you would like to proceed with.
To add the split click on three dots next to product name > Add split
You will be prompted to generate another product search so please ensure that you change loan amount to the correct value and adjust the rest of the search criteria (if desired) for the loan split product and generate the search.
Once the system generates the product search result you can select your desired product by clicking on the + next to the product name and pick the loan product you desire
When selected system will take you back to Compare product tab and the only thing left to do is to scroll down to added split and change the security (which is tied to the loan). In other words create a split for the loan for the different security
Once the security is selected you have created multiple splits for different securities. If further assistance is required, you can reach out to our live chat support for any clarification or assistance on the matter.