Description:
This article describes how a loan is made inactive between Byte and nCino Mortgage using Milestones.
Steps to resolve:
The Status of the loan in Byte is set by the latest field filled out in the list of dates under “Current Loan Status”. When the loan is synced to nCino Mortgage, we determine if the loan is active or not by comparing the status coming from Byte with the list of Inactive Milestones setup in nCino.
Byte:
- How the status looks in Byte
Web:
- These settings will require a Company Admin to work with CSM or Support. Milestones are normally just numbers, which correspond with the values of those dates in the list in Byte.
- How the Milestones are set in nCino Mortgage
- How the Milestones are set in nCino Mortgage