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Characteristics Node

The Loan Purpose in Detail field is completed differently for a renewal, modification, or refinance transaction.

For example, you may want to enter the following in this field for a renewal: a renewal of a loan originally in the amount of $XX,XXX.XX dated X/XX/XXXX in the name of XXXX. No punctuation is necessary.

Note Within the Characteristics node, the most important field to set correctly is the Loan Stage. The available selections are Renewal, Modification, Refinance, and Recall.